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

Beacon Pointe Advisors, LLC

  • $8.89 Billion
  • Q4 2024

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 3,000 shares of DTD stock, worth $229,469. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,000
Holding current value
$229,469
% of portfolio
0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
211
Shares Held
9.47M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S TOTAL DIVIDE

DTD Quotes by TradingView
  • Ticker DTD
  • Sector ETFs
  • Industry ETFs
More about DTD
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