Captrust Financial Advisors Wisdomtree Tr U.S Total Divide Transaction History

Captrust Financial Advisors

$33 Billion
Q3 2024

A detailed history of Captrust Financial Advisors transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Captrust Financial Advisors holds 16,487 shares of DTD stock, worth $1.26 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

16,487

Previous 16,459 0.17%

Holding current value

$1.26 Million

Previous $1.17 Million 8.5%

% of portfolio

0.0%

Previous 0.0%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$70.02 - $76.68 $1,960 - $2,147	28 Added 0.17%	16,487 $1.26 Million
Q2 2024 Aug 14, 2024	BUY	$67.07 - $71.45 $2,012 - $2,143	30 Added 0.18%	16,459 $1.17 Million
Q1 2024 May 15, 2024	SELL	$64.49 - $70.72 $14,510 - $15,912	-225 Reduced 1.35%	16,429 $1.16 Million
Q4 2023 Feb 14, 2024	SELL	$57.51 - $65.5 $553,131 - $629,979	-9,618 Reduced 36.61%	16,654 $1.09 Million
Q3 2023 Nov 14, 2023	BUY	$60.13 - $64.29 $1,924 - $2,057	32 Added 0.12%	26,272 $1.58 Million
Q2 2023 Aug 14, 2023	BUY	$58.74 - $62.09 $1,762 - $1,862	30 Added 0.11%	26,240 $1.63 Million
Q1 2023 May 15, 2023	SELL	$58.06 - $63.3 $16,953 - $18,483	-292 Reduced 1.1%	26,210 $1.59 Million
Q4 2022 Feb 15, 2023	BUY	$55.0 - $63.6 $2,200 - $2,544	40 Added 0.15%	26,502 $1.61 Million
Q3 2022 Nov 16, 2022	BUY	$54.26 - $63.28 $286,709 - $334,371	5,284 Added 24.95%	26,462 $1.44 Million
Q2 2022 Aug 23, 2022	SELL	$56.16 - $65.68 $294,559 - $344,491	-5,245 Reduced 19.85%	21,178 $1.23 Million
Q2 2022 Aug 16, 2022	BUY	$56.16 - $65.68 $552,726 - $646,422	9,842 Added 59.36%	26,423 $1.53 Million
Q1 2022 May 16, 2022	BUY	$61.31 - $65.53 $3,678 - $3,931	60 Added 0.36%	16,581 $1.07 Million
Q4 2021 Feb 14, 2022	BUY	$59.03 - $64.77 $487,587 - $535,000	8,260 Added 99.99%	16,521 $1.07 Million
Q1 2021 May 17, 2021	SELL	$51.81 - $56.75 $1,191 - $1,305	-23 Reduced 0.28%	8,261 $934,000
Q4 2020 Feb 16, 2021	SELL	$45.34 - $52.5 $28,473 - $32,970	-628 Reduced 7.05%	8,284 $869,000
Q3 2020 Nov 17, 2020	BUY	$44.65 - $49.39 $1,294 - $1,432	29 Added 0.33%	8,912 $838,000
Q2 2020 Aug 14, 2020	SELL	$37.48 - $48.65 $91,601 - $118,900	-2,444 Reduced 21.58%	8,883 $800,000
Q1 2020 May 15, 2020	SELL	$33.65 - $53.81 $12,955 - $20,716	-385 Reduced 3.29%	11,327 $849,000
Q4 2019 Feb 14, 2020	BUY	$48.04 - $52.82 $1,825 - $2,007	38 Added 0.33%	11,712 $1.24 Million
Q3 2019 Nov 14, 2019	BUY	$49.15 - $49.84 $196 - $199	4 Added 0.03%	11,674 $1.16 Million
Q2 2019 Aug 13, 2019	BUY	N/A	4 Added 0.03%	11,670 $1.13 Million
Q1 2019 May 15, 2019	BUY	N/A	6,717 Added 135.72%	11,666 $1.1 Million
Q4 2018 Feb 13, 2019	SELL	N/A	-95 Reduced 1.88%	4,949 $419,000
Q3 2018 Nov 15, 2018	SELL	N/A	-148 Reduced 2.85%	5,044 $484,000
Q2 2018 Aug 13, 2018	BUY	N/A	2 Added 0.04%	5,192 $473,000
Q1 2018 May 15, 2018	BUY	N/A	5 Added 0.1%	5,190 $453,000
Q4 2017 Feb 14, 2018	SELL	N/A	-2 Reduced 0.04%	5,185 $482,000
Q3 2017 Feb 16, 2018	BUY	N/A	4 Added 0.08%	5,187 $470,000
Q3 2017 Nov 13, 2017	BUY	N/A	5,183	5,183 $455,000

Others Institutions Holding DTD

# of Institutions

195

Shares Held

8.57M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S TOTAL DIVIDE

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Captrust Financial Advisors Wisdomtree Tr U.S Total Divide Transaction History