Charter Oak Capital Management, LLC Wisdomtree Tr U.S Total Divide Transaction History

Charter Oak Capital Management, LLC

$933 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 09, 2022	BUY	N/A	489 Added 89.4%	1,036 $67,000
Q4 2020 Feb 12, 2021	BUY	N/A	547 New	547 $57,000

Others Institutions Holding DTD

# of Institutions

194

Shares Held

8.56M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

2.03M
Shares

$144 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.09M
Shares

$77.5 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

610K
Shares

$43.4 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

373K
Shares

$26.6 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

310K
Shares

$22.1 Million
0.05% of portfolio

About WISDOMTREE TR U.S TOTAL DIVIDE

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