Geneos Wealth Management Inc. Wisdomtree Tr U.S Total Divide Transaction History

Geneos Wealth Management Inc.

  • $3.77 Billion
  • Q3 2025

A detailed history of Geneos Wealth Management Inc. transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 5,675 shares of DTD stock, worth $476,302. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,675
Previous 5,675 -0.0%
Holding current value
$476,302
Previous $451,000 5.54%
% of portfolio
0.01%
Previous 0.01%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 18, 2025
BUY
$68.45 - $79.52 $116,365 - $135,184
1,700 Added 42.77%
5,675 $451,000
Q1 2025

May 21, 2025
SELL
$74.87 - $79.99 $329,428 - $351,956
-4,400 Reduced 52.54%
3,975 $305,000
Q1 2025

May 07, 2025
BUY
$74.87 - $79.99 $329,428 - $351,956
4,400 Added 110.69%
8,375 $644,000
Q4 2024

Jan 21, 2025
SELL
$75.44 - $80.53 $5,658 - $6,039
-75 Reduced 1.85%
3,975 $301,000
Q2 2024

Jul 23, 2024
SELL
$67.07 - $71.45 $13,413 - $14,290
-200 Reduced 4.71%
4,050 $286,000
Q4 2022

Jan 30, 2023
BUY
$55.0 - $63.6 $19,250 - $22,260
350 Added 8.97%
4,250 $257,000
Q3 2022

Nov 14, 2022
SELL
$54.26 - $63.28 $75,964 - $88,592
-1,400 Reduced 26.42%
3,900 $211,000
Q1 2022

May 16, 2022
BUY
$61.31 - $65.53 $9,196 - $9,829
150 Added 2.91%
5,300 $342,000
Q4 2021

Feb 09, 2022
BUY
$59.03 - $64.77 $152,002 - $166,782
2,575 Added 100.0%
5,150 $333,000
Q2 2021

Jul 08, 2021
BUY
$56.89 - $59.98 $14,222 - $14,995
250 Added 10.75%
2,575 $308,000
Q1 2021

Jun 17, 2021
BUY
$51.81 - $56.75 $9,066 - $9,931
175 Added 8.14%
2,325 $271,000
Q4 2020

May 19, 2021
BUY
$45.34 - $52.5 $4,534 - $5,250
100 Added 4.88%
2,150 $243,000
Q3 2016

Sep 07, 2021
BUY
N/A
400 Added 24.24%
2,050 $160,000
Q1 2016

Sep 07, 2021
BUY
N/A
1,650
1,650 $123,000

Others Institutions Holding DTD

# of Institutions
220
Shares Held
9.14M
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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