Ci Private Wealth, LLC Wisdomtree Tr U.S Total Divide Transaction History

Ci Private Wealth, LLC

$76.5 Billion
Q2 2025

A detailed history of Ci Private Wealth, LLC transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Ci Private Wealth, LLC holds 75,134 shares of DTD stock, worth $6.11 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

75,134

Previous 37,567 100.0%

Holding current value

$6.11 Million

Previous $2.89 Million 106.71%

% of portfolio

0.01%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 15, 2025	BUY	$68.45 - $79.52 $2.57 Million - $2.99 Million	37,567 Added 100.0%	75,134 $5.97 Million
Q4 2024 Feb 10, 2025	SELL	$75.44 - $80.53 $494,810 - $528,196	-6,559 Reduced 14.86%	37,567 $2.85 Million
Q3 2024 Nov 12, 2024	SELL	$70.02 - $76.68 $157,194 - $172,146	-2,245 Reduced 4.84%	44,126 $3.38 Million
Q1 2024 May 09, 2024	BUY	$64.49 - $70.72 $77,516 - $85,005	1,202 Added 2.66%	46,371 $3.28 Million
Q4 2023 Feb 09, 2024	BUY	$57.51 - $65.5 $384,971 - $438,457	6,694 Added 17.4%	45,169 $2.95 Million
Q3 2023 Nov 03, 2023	BUY	$60.13 - $64.29 $8,598 - $9,193	143 Added 0.37%	38,475 $2.32 Million
Q4 2022 Feb 15, 2023	BUY	$55.0 - $63.6 $2.11 Million - $2.44 Million	38,332 New	38,332 $2.32 Million

Others Institutions Holding DTD

# of Institutions

214

Shares Held

9.12M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S TOTAL DIVIDE

Ticker DTD
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Ci Private Wealth, LLC Wisdomtree Tr U.S Total Divide Transaction History