Ifp Advisors, Inc Wisdomtree Tr U.S Total Divide Transaction History

Ifp Advisors, Inc

$2.05 Billion
Q4 2023

A detailed history of Ifp Advisors, Inc transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Ifp Advisors, Inc holds 1,511 shares of DTD stock, worth $107,326. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,511

Previous 2,541 40.54%

Holding current value

$107,326

Previous $152,000 35.53%

% of portfolio

0.0%

Previous 0.01%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 09, 2024	SELL	$57.51 - $65.5 $59,235 - $67,465	-1,030 Reduced 40.54%	1,511 $98,000
Q1 2023 Apr 18, 2023	SELL	$58.06 - $63.3 $28,333 - $30,890	-488 Reduced 16.11%	2,541 $153,000
Q4 2022 Feb 07, 2023	SELL	$59.05 - $63.6 $20,726 - $22,323	-351 Reduced 10.38%	3,029 $276,000
Q3 2022 Nov 08, 2022	BUY	N/A	822 Added 32.13%	3,380 $309,000
Q2 2022 Sep 06, 2022	BUY	N/A	2,558 New	2,558 $233,000

Q2 2022 Aug 12, 2022	SELL	N/A	-2,558 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	N/A	838 Added 48.72%	2,558 $0
Q4 2021 Jan 12, 2022	BUY	N/A	860 Added 100.0%	1,720 $112,000
Q3 2021 Oct 06, 2021	SELL	N/A	-130 Reduced 13.13%	860 $101,000
Q1 2021 Apr 30, 2021	SELL	N/A	-105 Reduced 9.59%	990 $112,000
Q4 2020 Jan 25, 2021	SELL	N/A	-20 Reduced 1.79%	1,095 $115,000
Q4 2019 Jan 17, 2020	SELL	N/A	-721 Reduced 39.27%	1,115 $118,000
Q3 2019 Nov 07, 2019	BUY	N/A	599 Added 48.42%	1,836 $183,000
Q1 2019 May 15, 2019	SELL	N/A	-1,248 Reduced 50.22%	1,237 $117,000
Q4 2018 Jan 23, 2019	SELL	N/A	-272 Reduced 9.87%	2,485 $0
Q3 2018 Oct 25, 2018	BUY	N/A	35 Added 1.29%	2,757 $0
Q2 2018 Aug 07, 2018	BUY	N/A	774 Added 39.73%	2,722 $0
Q1 2018 Jun 03, 2019	SELL	N/A	-969 Reduced 33.22%	1,948 $181,000
Q1 2018 May 09, 2018	BUY	N/A	969 Added 49.74%	2,917 $0
Q4 2017 Jan 24, 2018	BUY	N/A	477 Added 32.43%	1,948 $0
Q3 2017 Oct 30, 2017	BUY	N/A	22 Added 1.52%	1,471 $129,000
Q2 2017 Jun 03, 2019	BUY	N/A	5 Added 0.35%	1,449 $123,000
Q1 2017 Jun 03, 2019	BUY	N/A	5 Added 0.35%	1,444 $121,000
Q4 2016 Jun 03, 2019	BUY	N/A	12 Added 0.84%	1,439 $117,000
Q2 2016 Jun 03, 2019	BUY	N/A	190 Added 15.36%	1,427 $109,000
Q1 2016 Jun 03, 2019	BUY	N/A	1,237	1,237 $117,000

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

Ticker DTD
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