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

Gradient Capital Advisors, LLC

  • $270 Million
  • Q1 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 6,336 shares of DTD stock, worth $450,046. This represents 0.17% of its overall portfolio holdings.

Number of Shares
6,336
Previous 6,336 -0.0%
Holding current value
$450,046
Previous $414,000 8.21%
% of portfolio
0.17%
Previous 0.16%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
3,843 Added 100.0%
7,686 $498,000
Q2 2021

Aug 02, 2021
SELL
N/A
-52 Reduced 1.34%
3,843 $455,000
Q4 2020

Jan 20, 2021
SELL
N/A
-93 Reduced 2.33%
3,895 $408,000
Q1 2020

Apr 22, 2020
SELL
N/A
-600 Reduced 13.08%
3,988 $312,000
Q3 2019

Oct 22, 2019
SELL
N/A
-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
193
Shares Held
8.56M
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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