Envestnet Asset Management Inc Wisdomtree Tr U.S Total Divide Transaction History

Envestnet Asset Management Inc

$299 Billion
Q1 2025

A detailed history of Envestnet Asset Management Inc transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Envestnet Asset Management Inc holds 49,034 shares of DTD stock, worth $3.78 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

49,034

Previous 46,697 5.0%

Holding current value

$3.78 Million

Previous $3.54 Million 6.52%

% of portfolio

0.0%

Previous 0.0%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$74.87 - $79.99 $174,971 - $186,936	2,337 Added 5.0%	49,034 $3.77 Million
Q4 2024 Feb 12, 2025	SELL	$75.44 - $80.53 $771,600 - $823,660	-10,228 Reduced 17.97%	46,697 $3.54 Million
Q3 2024 Nov 06, 2024	SELL	$70.02 - $76.68 $63,298 - $69,318	-904 Reduced 1.56%	56,925 $4.37 Million
Q2 2024 Aug 08, 2024	SELL	$67.07 - $71.45 $164,187 - $174,909	-2,448 Reduced 4.06%	57,829 $4.1 Million
Q1 2024 May 13, 2024	SELL	$64.49 - $70.72 $288,399 - $316,259	-4,472 Reduced 6.91%	60,277 $4.26 Million
Q4 2023 Feb 13, 2024	BUY	$57.51 - $65.5 $244,072 - $277,982	4,244 Added 7.01%	64,749 $4.23 Million
Q3 2023 Nov 13, 2023	SELL	$60.13 - $64.29 $8,297 - $8,872	-138 Reduced 0.23%	60,505 $3.64 Million
Q2 2023 Aug 04, 2023	BUY	$58.74 - $62.09 $380,693 - $402,405	6,481 Added 11.97%	60,643 $3.77 Million
Q1 2023 May 11, 2023	BUY	$58.06 - $63.3 $30,829 - $33,612	531 Added 0.99%	54,162 $3.28 Million
Q4 2022 Feb 07, 2023	BUY	$55.0 - $63.6 $515,790 - $596,440	9,378 Added 21.19%	53,631 $3.25 Million
Q3 2022 Nov 10, 2022	BUY	$54.26 - $63.28 $1.42 Million - $1.66 Million	26,187 Added 144.95%	44,253 $2.4 Million
Q2 2022 Aug 03, 2022	BUY	$56.16 - $65.68 $173,309 - $202,688	3,086 Added 20.6%	18,066 $1.05 Million
Q1 2022 May 04, 2022	BUY	$61.31 - $65.53 $224,210 - $239,643	3,657 Added 32.3%	14,980 $967,000
Q4 2021 Feb 04, 2022	BUY	$59.03 - $64.77 $343,377 - $376,767	5,817 Added 105.65%	11,323 $733,000
Q3 2021 Oct 07, 2021	BUY	$58.71 - $61.95 $98,515 - $103,952	1,678 Added 43.83%	5,506 $647,000
Q2 2021 Aug 04, 2021	BUY	$56.89 - $59.98 $18,716 - $19,733	329 Added 9.4%	3,828 $454,000
Q1 2021 May 04, 2021	SELL	$51.81 - $56.75 $684,824 - $750,121	-13,218 Reduced 79.07%	3,499 $395,000
Q4 2020 Feb 02, 2021	SELL	$45.34 - $52.5 $105,868 - $122,587	-2,335 Reduced 12.26%	16,717 $1.75 Million
Q3 2020 Oct 09, 2020	BUY	$44.65 - $49.39 $12,502 - $13,829	280 Added 1.49%	19,052 $1.79 Million
Q2 2020 Jul 08, 2020	SELL	$37.48 - $48.65 $1.31 Million - $1.7 Million	-34,883 Reduced 65.01%	18,772 $1.69 Million
Q1 2020 Apr 23, 2020	BUY	$33.65 - $53.81 $671,418 - $1.07 Million	19,953 Added 59.2%	53,655 $4.2 Million
Q4 2019 Feb 11, 2020	BUY	$48.04 - $52.82 $1.45 Million - $1.6 Million	30,265 Added 880.56%	33,702 $3.56 Million
Q3 2019 Oct 17, 2019	BUY	$49.15 - $49.84 $58,980 - $59,808	1,200 Added 53.64%	3,437 $341,000
Q2 2019 Aug 02, 2019	BUY	N/A	2,237 New	2,237 $217,000
Q1 2019 May 10, 2019	SELL	N/A	-2,745 Closed	0 $0
Q4 2018 Feb 13, 2019	BUY	N/A	2,745 New	2,745 $232,000

Others Institutions Holding DTD

# of Institutions

214

Shares Held

9.11M

Call Options Held

Put Options Held

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Envestnet Asset Management Inc Wisdomtree Tr U.S Total Divide Transaction History