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

Integrated Wealth Concepts LLC

$9.24 Billion
Q2 2025

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 5,402 shares of DTD stock, worth $451,985. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,402

Previous 5,532 2.35%

Holding current value

$451,985

Previous $425,000 0.94%

% of portfolio

0.0%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$68.45 - $79.52 $8,898 - $10,337	-130 Reduced 2.35%	5,402 $429,000
Q1 2025 May 15, 2025	SELL	$74.87 - $79.99 $13,626 - $14,558	-182 Reduced 3.19%	5,532 $425,000
Q4 2024 Feb 14, 2025	SELL	$75.44 - $80.53 $3,168 - $3,382	-42 Reduced 0.73%	5,714 $433,000
Q3 2024 Nov 14, 2024	BUY	$70.02 - $76.68 $25,557 - $27,988	365 Added 6.77%	5,756 $441,000
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

220

Shares Held

9.39M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S TOTAL DIVIDE

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