Cherrydale Wealth Management, LLC Wisdomtree Tr U.S Total Divide Transaction History

Cherrydale Wealth Management, LLC

$214 Million
Q1 2024

A detailed history of Cherrydale Wealth Management, LLC transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Cherrydale Wealth Management, LLC holds 18,150 shares of DTD stock, worth $1.29 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

18,150

Previous 18,064 0.48%

Holding current value

$1.29 Million

Previous $1.18 Million 8.64%

% of portfolio

0.6%

Previous 0.62%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	BUY	$64.49 - $70.72 $5,546 - $6,081	86 Added 0.48%	18,150 $1.28 Million
Q4 2023 Jan 08, 2024	BUY	$57.51 - $65.5 $7,591 - $8,646	132 Added 0.74%	18,064 $1.18 Million
Q3 2023 Oct 10, 2023	BUY	$60.13 - $64.29 $6,854 - $7,329	114 Added 0.64%	17,932 $1.08 Million
Q2 2023 Jul 17, 2023	BUY	$58.74 - $62.09 $6,343 - $6,705	108 Added 0.61%	17,818 $1.11 Million
Q1 2023 Apr 14, 2023	BUY	$58.06 - $63.3 $6,212 - $6,773	107 Added 0.61%	17,710 $1.07 Million

Q4 2022 Jan 18, 2023	BUY	$59.05 - $63.6 $7,794 - $8,395	132 Added 0.76%	17,603 $0
Q3 2022 Oct 24, 2022	BUY	N/A	127 Added 0.73%	17,471 $948,000
Q2 2022 Jul 07, 2022	BUY	N/A	131 Added 0.76%	17,344 $1 Million
Q1 2022 Apr 26, 2022	BUY	N/A	64 Added 0.37%	17,213 $1.11 Million
Q4 2021 Feb 01, 2022	BUY	N/A	17,149 New	17,149 $1.11 Million

Others Institutions Holding DTD

# of Institutions

193

Shares Held

8.56M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S TOTAL DIVIDE

Ticker DTD
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Cherrydale Wealth Management, LLC Wisdomtree Tr U.S Total Divide Transaction History