Hb Wealth Management, LLC Wisdomtree Tr U.S Total Divide Transaction History

Hb Wealth Management, LLC

  • $8.6 Billion
  • Q2 2024

A detailed history of Hb Wealth Management, LLC transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Hb Wealth Management, LLC holds 12,885 shares of DTD stock, worth $983,769. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,885
Previous 12,880 0.04%
Holding current value
$983,769
Previous $910,000 0.22%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 26, 2024
BUY
$67.07 - $71.45 $335 - $357
5 Added 0.04%
12,885 $912,000
Q4 2023

Jan 16, 2024
SELL
$57.51 - $65.5 $61,650 - $70,216
-1,072 Reduced 7.68%
12,880 $842,000
Q3 2022

Oct 19, 2022
SELL
$54.26 - $63.28 $10,906 - $12,719
-201 Reduced 1.42%
13,952 $757,000
Q2 2022

Jul 15, 2022
BUY
$56.16 - $65.68 $11,288 - $13,201
201 Added 1.44%
14,153 $820,000
Q4 2021

Feb 15, 2022
BUY
$59.03 - $64.77 $823,586 - $903,671
13,952 New
13,952 $903,000

Others Institutions Holding DTD

# of Institutions
188
Shares Held
8.49M
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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