Essential Planning, Llc. Wisdomtree Tr U.S Total Divide Transaction History

Essential Planning, Llc.

  • $243 Million
  • Q3 2024

A detailed history of Essential Planning, Llc. transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Essential Planning, Llc. holds 4,484 shares of DTD stock, worth $350,693. This represents 0.14% of its overall portfolio holdings.

Number of Shares
4,484
Previous 4,703 4.66%
Holding current value
$350,693
Previous $333,000 3.0%
% of portfolio
0.14%
Previous 0.15%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
SELL
$70.02 - $76.68 $15,334 - $16,792
-219 Reduced 4.66%
4,484 $343,000
Q2 2024

Aug 14, 2024
SELL
$67.07 - $71.45 $29,041 - $30,937
-433 Reduced 8.43%
4,703 $333,000
Q4 2023

Feb 13, 2024
SELL
$57.51 - $65.5 $15,125 - $17,226
-263 Reduced 4.87%
5,136 $335,000
Q3 2023

Nov 08, 2023
SELL
$60.13 - $64.29 $20,323 - $21,730
-338 Reduced 5.89%
5,399 $324,000
Q2 2023

Aug 10, 2023
SELL
$58.74 - $62.09 $39,766 - $42,034
-677 Reduced 10.56%
5,737 $356,000
Q1 2023

May 09, 2023
SELL
$58.06 - $63.3 $242,690 - $264,594
-4,180 Reduced 39.46%
6,414 $388,000
Q4 2022

Feb 14, 2023
BUY
$55.0 - $63.6 $582,670 - $673,778
10,594 New
10,594 $642,000

Others Institutions Holding DTD

# of Institutions
193
Shares Held
8.53M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S TOTAL DIVIDE

DTD Quotes by TradingView
  • Ticker DTD
  • Sector ETFs
  • Industry ETFs
More about DTD
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