Beacon Pointe Advisors, LLC Wisdomtree Tr U.S Total Divide Transaction History

Beacon Pointe Advisors, LLC

$8.76 Billion
Q1 2025

A detailed history of Beacon Pointe Advisors, LLC transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 5,033 shares of DTD stock, worth $409,182. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,033

Previous 3,000 67.77%

Holding current value

$409,182

Previous $227,000 70.48%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$74.87 - $79.99 $152,210 - $162,619	2,033 Added 67.77%	5,033 $387,000
Q4 2024 Feb 14, 2025	BUY	$75.44 - $80.53 $226,320 - $241,590	3,000 New	3,000 $227,000
Q1 2024 May 14, 2024	SELL	$64.49 - $70.72 $184,441 - $202,259	-2,860 Reduced 48.81%	3,000 $212,000
Q4 2023 Feb 08, 2024	SELL	$57.51 - $65.5 $15,700 - $17,881	-273 Reduced 4.45%	5,860 $383,000
Q2 2023 Aug 11, 2023	SELL	$58.74 - $62.09 $7,636 - $8,071	-130 Reduced 2.08%	6,133 $380,000
Q1 2023 May 12, 2023	SELL	$58.06 - $63.3 $14,863 - $16,204	-256 Reduced 3.93%	6,263 $379,000
Q4 2022 Feb 14, 2023	BUY	$55.0 - $63.6 $358,545 - $414,608	6,519 New	6,519 $395,000
Q1 2022 May 17, 2022	BUY	$61.31 - $65.53 $308,573 - $329,812	5,033 New	5,033 $325,000

Others Institutions Holding DTD

# of Institutions

213

Shares Held

9.1M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S TOTAL DIVIDE

Ticker DTD
Sector ETFs
Industry ETFs

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Beacon Pointe Advisors, LLC Wisdomtree Tr U.S Total Divide Transaction History