A detailed history of Clearstead Advisors, LLC transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Clearstead Advisors, LLC holds 1,391 shares of DTD stock, worth $106,202. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,391
Previous 2,519 44.78%
Holding current value
$106,202
Previous $178,000 44.94%
% of portfolio
0.0%
Previous 0.01%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

SELL
$67.07 - $71.45 $75,654 - $80,595
-1,128 Reduced 44.78%
1,391 $98,000
Q4 2023

Feb 12, 2024

SELL
$57.51 - $65.5 $1,437 - $1,637
-25 Reduced 0.98%
2,519 $164,000
Q4 2021

Feb 14, 2022

BUY
$59.03 - $64.77 $74,495 - $81,739
1,262 Added 98.44%
2,544 $165,000
Q3 2020

Nov 12, 2020

SELL
$44.65 - $49.39 $514,591 - $569,219
-11,525 Reduced 89.99%
1,282 $120,000
Q2 2020

Aug 11, 2020

SELL
$37.48 - $48.65 $92,125 - $119,581
-2,458 Reduced 16.1%
12,807 $1.15 Million
Q1 2020

May 14, 2020

BUY
$33.65 - $53.81 $7,503 - $11,999
223 Added 1.48%
15,265 $1.2 Million
Q4 2019

Feb 11, 2020

BUY
$48.04 - $52.82 $149,644 - $164,534
3,115 Added 26.12%
15,042 $1.59 Million
Q3 2019

Nov 12, 2019

BUY
$49.15 - $49.84 $60,995 - $61,851
1,241 Added 11.61%
11,927 $1.18 Million
Q2 2019

Aug 08, 2019

SELL
N/A
-215 Reduced 1.97%
10,686 $1.04 Million
Q1 2019

May 14, 2019

SELL
N/A
-586 Reduced 5.1%
10,901 $1.03 Million
Q4 2018

Feb 11, 2019

SELL
N/A
-4,896 Reduced 29.88%
11,487 $972,000
Q3 2018

Nov 13, 2018

SELL
N/A
-9,387 Reduced 36.43%
16,383 $1.57 Million
Q2 2018

Aug 07, 2018

SELL
N/A
-260 Reduced 1.0%
25,770 $2.35 Million
Q1 2018

May 14, 2018

SELL
N/A
-26,007 Reduced 49.98%
26,030 $2.32 Million
Q4 2017

Feb 09, 2018

SELL
N/A
-342 Reduced 0.65%
52,037 $4.84 Million
Q3 2017

Nov 09, 2017

BUY
N/A
52,379
52,379 $4.6 Million

Others Institutions Holding DTD

About WISDOMTREE TR U.S TOTAL DIVIDE


  • Ticker DTD
  • Sector ETFs
  • Industry ETFs
More about DTD
Track This Portfolio

Track Clearstead Advisors, LLC Portfolio

Follow Clearstead Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Advisors, LLC with notifications on news.