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

Foundations Investment Advisors, LLC

  • $4.87 Billion
  • Q4 2024

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 72,107 shares of DTD stock, worth $5.65 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
72,107
Previous 62,660 15.08%
Holding current value
$5.65 Million
Previous $4.8 Million 13.86%
% of portfolio
0.11%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
201
Shares Held
8.69M
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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