Gradient Capital Advisors, LLC Wisdomtree Tr U.S Total Divide Transaction History

Gradient Capital Advisors, LLC

$296 Million
Q3 2024

A detailed history of Gradient Capital Advisors, LLC transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 4,934 shares of DTD stock, worth $369,556. This represents 0.13% of its overall portfolio holdings.

Number of Shares

4,934

Previous 4,934 -0.0%

Holding current value

$369,556

Previous $349,000 8.31%

% of portfolio

0.13%

Previous 0.13%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 19, 2024	SELL	$67.07 - $71.45 $94,032 - $100,172	-1,402 Reduced 22.13%	4,934 $349,000
Q4 2023 Jan 31, 2024	SELL	$57.51 - $65.5 $77,638 - $88,425	-1,350 Reduced 17.56%	6,336 $414,000
Q4 2021 Jan 31, 2022	BUY	$59.03 - $64.77 $226,852 - $248,911	3,843 Added 100.0%	7,686 $498,000
Q2 2021 Aug 02, 2021	SELL	$56.89 - $59.98 $2,958 - $3,118	-52 Reduced 1.34%	3,843 $455,000
Q4 2020 Jan 20, 2021	SELL	$45.34 - $52.5 $4,216 - $4,882	-93 Reduced 2.33%	3,895 $408,000
Q1 2020 Apr 22, 2020	SELL	$33.65 - $53.81 $20,190 - $32,286	-600 Reduced 13.08%	3,988 $312,000
Q3 2019 Oct 22, 2019	SELL	$49.15 - $49.84 $16,661 - $16,895	-339 Reduced 6.88%	4,588 $455,000
Q3 2018 Nov 06, 2018	SELL	N/A	-590 Reduced 10.69%	4,927 $473,000
Q2 2018 Jul 26, 2018	SELL	N/A	-345 Reduced 5.89%	5,517 $503,000
Q4 2017 Feb 12, 2018	BUY	N/A	5,862	5,862 $545,000

Others Institutions Holding DTD

# of Institutions

195

Shares Held

8.57M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S TOTAL DIVIDE

Ticker DTD
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Gradient Capital Advisors, LLC Wisdomtree Tr U.S Total Divide Transaction History