Foundations Investment Advisors, LLC Wisdomtree Tr U.S Total Divide Transaction History

Foundations Investment Advisors, LLC

$5.88 Billion
Q2 2025

A detailed history of Foundations Investment Advisors, LLC transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 82,618 shares of DTD stock, worth $6.72 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

82,618

Previous 75,185 9.89%

Holding current value

$6.72 Million

Previous $5.79 Million 13.55%

% of portfolio

0.11%

Previous 0.11%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$68.45 - $79.52 $508,788 - $591,072	7,433 Added 9.89%	82,618 $6.57 Million
Q1 2025 May 07, 2025	BUY	$74.87 - $79.99 $230,449 - $246,209	3,078 Added 4.27%	75,185 $5.79 Million
Q4 2024 Jan 22, 2025	BUY	$75.44 - $80.53 $712,681 - $760,766	9,447 Added 15.08%	72,107 $5.47 Million
Q3 2024 Oct 21, 2024	BUY	$70.02 - $76.68 $2.02 Million - $2.21 Million	28,800 Added 85.06%	62,660 $4.8 Million
Q2 2024 Aug 02, 2024	BUY	$67.07 - $71.45 $767,951 - $818,102	11,450 Added 51.09%	33,860 $2.4 Million
Q1 2024 May 13, 2024	BUY	$64.49 - $70.72 $1.45 Million - $1.58 Million	22,410 New	22,410 $1.58 Million

Others Institutions Holding DTD

# of Institutions

213

Shares Held

9.1M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S TOTAL DIVIDE

Ticker DTD
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Foundations Investment Advisors, LLC Wisdomtree Tr U.S Total Divide Transaction History