Baker Avenue Asset Management, LP Wisdomtree Tr U.S Total Divide Transaction History

Baker Avenue Asset Management, LP

$3.41 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 14, 2023	BUY	$60.13 - $64.29 $6,193 - $6,621	103 New	103 $6,000

Others Institutions Holding DTD

# of Institutions

195

Shares Held

8.57M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

2.02M
Shares

$155 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.19M
Shares

$91.6 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

658K
Shares

$50.6 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

359K
Shares

$27.7 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

329K
Shares

$25.3 Million
0.06% of portfolio

About WISDOMTREE TR U.S TOTAL DIVIDE

Ticker DTD
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Baker Avenue Asset Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Baker Avenue Asset Management, LP with notifications on news.