Global Retirement Partners, LLC Wisdomtree Tr U.S Total Divide Transaction History

Global Retirement Partners, LLC

$2.65 Billion
Q1 2024

A detailed history of Global Retirement Partners, LLC transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Global Retirement Partners, LLC holds 258 shares of DTD stock, worth $18,325. This represents 0.0% of its overall portfolio holdings.

Number of Shares

258

Previous 256 0.78%

Holding current value

$18,325

Previous $16,000 12.5%

% of portfolio

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	BUY	$64.49 - $70.72 $128 - $141	2 Added 0.78%	258 $18,000
Q4 2023 Jan 18, 2024	BUY	$57.51 - $65.5 $3,220 - $3,668	56 Added 28.0%	256 $16,000
Q3 2022 Nov 03, 2022	BUY	N/A	200 New	200 $12,000
Q4 2019 Jan 23, 2020	SELL	N/A	-235 Closed	0 $0
Q3 2019 Nov 19, 2019	SELL	N/A	-88 Reduced 27.24%	235 $23,000

Q1 2019 May 07, 2019	BUY	N/A	40 Added 14.13%	323 $31,000
Q4 2018 Feb 22, 2019	SELL	N/A	-162 Reduced 36.4%	283 $24,000
Q3 2018 Oct 17, 2018	SELL	N/A	-32 Reduced 6.71%	445 $43,000
Q1 2018 Aug 10, 2018	SELL	N/A	-34 Reduced 6.65%	477 $43,000
Q4 2017 Aug 13, 2018	SELL	N/A	-250 Reduced 32.85%	511 $48,000
Q3 2017 Aug 10, 2018	BUY	N/A	67 Added 9.65%	761 $67,000
Q4 2016 Aug 10, 2018	BUY	N/A	694	694 $56,000

Others Institutions Holding DTD

# of Institutions

193

Shares Held

8.56M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S TOTAL DIVIDE

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Global Retirement Partners, LLC Wisdomtree Tr U.S Total Divide Transaction History