Integrated Wealth Concepts LLC Wisdomtree Tr U.S Total Divide Transaction History

Integrated Wealth Concepts LLC

  • $7.02 Billion
  • Q2 2024

A detailed history of Integrated Wealth Concepts LLC transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 5,391 shares of DTD stock, worth $411,602. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,391
Previous 5,486 1.73%
Holding current value
$411,602
Previous $387,000 1.55%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 14, 2024
SELL
$67.07 - $71.45 $6,371 - $6,787
-95 Reduced 1.73%
5,391 $381,000
Q1 2024

May 15, 2024
SELL
$64.49 - $70.72 $5,933 - $6,506
-92 Reduced 1.65%
5,486 $387,000
Q4 2023

Feb 13, 2024
SELL
$57.51 - $65.5 $39,164 - $44,605
-681 Reduced 10.88%
5,578 $364,000
Q3 2023

Nov 15, 2023
SELL
$60.13 - $64.29 $4,870 - $5,207
-81 Reduced 1.28%
6,259 $376,000
Q2 2023

Aug 15, 2023
BUY
$58.74 - $62.09 $43,820 - $46,319
746 Added 13.34%
6,340 $393,000
Q1 2023

May 03, 2023
BUY
$58.06 - $63.3 $324,787 - $354,100
5,594 New
5,594 $339,000

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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