Belpointe Asset Management LLC Wisdomtree Tr U.S Total Divide Transaction History

Belpointe Asset Management LLC

  • $1.24 Billion
  • Q1 2024

A detailed history of Belpointe Asset Management LLC transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Belpointe Asset Management LLC holds 5,498 shares of DTD stock, worth $390,522. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,498
Previous 5,498 -0.0%
Holding current value
$390,522
Previous $359,000 8.08%
% of portfolio
0.03%
Previous 0.03%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 15, 2023
SELL
$60.13 - $64.29 $3,006 - $3,214
-50 Reduced 0.9%
5,498 $330,000
Q2 2023

Aug 14, 2023
SELL
$58.74 - $62.09 $72,367 - $76,494
-1,232 Reduced 18.17%
5,548 $344,000
Q1 2023

May 15, 2023
SELL
$58.06 - $63.3 $194,384 - $211,928
-3,348 Reduced 33.06%
6,780 $410,000
Q2 2022

Aug 02, 2022
BUY
N/A
2,364 Added 30.45%
10,128 $586,000
Q1 2022

Apr 28, 2022
SELL
N/A
-78 Reduced 0.99%
7,764 $502,000
Q4 2021

Feb 15, 2022
BUY
N/A
3,841 Added 96.0%
7,842 $508,000
Q1 2021

May 14, 2021
SELL
N/A
-118 Reduced 2.86%
4,001 $452,000
Q4 2020

Feb 16, 2021
SELL
N/A
-100 Reduced 2.37%
4,119 $432,000
Q4 2019

Feb 18, 2020
SELL
N/A
-10 Reduced 0.24%
4,219 $445,000
Q3 2019

Jan 16, 2020
SELL
N/A
-62 Reduced 1.44%
4,229 $419,000
Q2 2019

Nov 22, 2019
BUY
N/A
4,291 New
4,291 $0
Q1 2019

Jun 11, 2019
SELL
N/A
-4,291 Closed
0 $0
Q3 2018

Nov 23, 2018
BUY
N/A
754 Added 21.32%
4,291 $412,000
Q2 2018

Aug 06, 2018
BUY
N/A
45 Added 1.29%
3,537 $322,000
Q1 2018

Aug 06, 2018
SELL
N/A
-795 Reduced 18.54%
3,492 $311,000
Q4 2017

Feb 15, 2018
BUY
N/A
763 Added 21.65%
4,287 $399,000
Q3 2017

Nov 16, 2017
BUY
N/A
3,524
3,524 $309,000

Others Institutions Holding DTD

# of Institutions
193
Shares Held
8.56M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S TOTAL DIVIDE

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