Cfs Investment Advisory Services, LLC Wisdomtree Tr U.S Total Divide Transaction History

Cfs Investment Advisory Services, LLC

$1.22 Billion
Q2 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 02, 2022	SELL	$54.26 - $63.28 $10.8 Million - $12.5 Million	-198,234 Reduced 98.16%	3,722 $202,000
Q3 2022 Oct 31, 2022	BUY	$54.26 - $63.28 $10.7 Million - $12.4 Million	196,304 Added 3473.18%	201,956 $4,000
Q2 2022 Aug 16, 2022	SELL	$56.16 - $65.68 $20.2 Million - $23.6 Million	-359,241 Reduced 98.45%	5,652 $327,000
Q1 2022 May 27, 2022	BUY	$61.31 - $65.53 $22 Million - $23.5 Million	359,241 Added 6356.0%	364,893 $6,000
Q4 2021 Feb 14, 2022	BUY	$59.03 - $64.77 $166,818 - $183,040	2,826 Added 100.0%	5,652 $360,000
Q3 2021 Nov 19, 2021	BUY	$58.71 - $61.95 $165,914 - $175,070	2,826 New	2,826 $332,000
Q2 2021 Jul 21, 2021	SELL	$56.89 - $59.98 $160,771 - $169,503	-2,826 Closed	0 $0
Q4 2020 Feb 11, 2021	BUY	$45.34 - $52.5 $128,130 - $148,365	2,826 New	2,826 $296,000

Others Institutions Holding DTD

# of Institutions

211

Shares Held

9.11M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.94M
Shares

$157 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.12M
Shares

$91.2 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

765K
Shares

$62.2 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

386K
Shares

$31.4 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

353K
Shares

$28.7 Million
0.05% of portfolio

About WISDOMTREE TR U.S TOTAL DIVIDE

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