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

Essential Planning, Llc.

$15 Billion
Q4 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 291,505 shares of DTD stock, worth $23.1 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

291,505

Previous 4,484 6401.0%

Holding current value

$23.1 Million

Previous $343,000 6346.94%

% of portfolio

0.15%

Previous 0.14%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$75.44 - $80.53 $21.7 Million - $23.1 Million	287,021 Added 6401.0%	291,505 $22.1 Million
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

206

Shares Held

9.44M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S TOTAL DIVIDE

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