J.W. Cole Advisors, Inc. Wisdomtree Tr U.S Total Divide Transaction History

J.W. Cole Advisors, Inc.

$3.14 Billion
Q1 2025

A detailed history of J.W. Cole Advisors, Inc. transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 2,929 shares of DTD stock, worth $239,416. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,929

Previous 2,732 7.21%

Holding current value

$239,416

Previous $207,000 8.7%

% of portfolio

0.01%

Previous 0.01%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$74.87 - $79.99 $14,749 - $15,758	197 Added 7.21%	2,929 $225,000
Q4 2024 Jan 30, 2025	BUY	$75.44 - $80.53 $980 - $1,046	13 Added 0.48%	2,732 $207,000
Q3 2024 Oct 24, 2024	BUY	$70.02 - $76.68 $190,384 - $208,492	2,719 New	2,719 $208,000
Q2 2023 Jul 27, 2023	SELL	$58.74 - $62.09 $1.44 Million - $1.53 Million	-24,598 Reduced 87.71%	3,448 $214,000
Q1 2023 May 03, 2023	SELL	$58.06 - $63.3 $200,016 - $218,068	-3,445 Reduced 10.94%	28,046 $1.7 Million
Q4 2022 Feb 14, 2023	BUY	$55.0 - $63.6 $353,980 - $409,329	6,436 Added 25.69%	31,491 $1.91 Million
Q3 2022 Oct 31, 2022	SELL	$54.26 - $63.28 $15,898 - $18,541	-293 Reduced 1.16%	25,055 $1.36 Million
Q2 2022 Jul 27, 2022	BUY	$56.16 - $65.68 $468,205 - $547,574	8,337 Added 49.01%	25,348 $1.47 Million
Q1 2022 Jun 10, 2022	SELL	$61.31 - $65.53 $1.74 Million - $1.86 Million	-28,365 Reduced 62.51%	17,011 $1.1 Million
Q1 2022 May 16, 2022	BUY	$61.31 - $65.53 $1.82 Million - $1.95 Million	29,738 Added 190.16%	45,376 $1.07 Million
Q4 2021 Jan 25, 2022	BUY	$59.03 - $64.77 $923,111 - $1.01 Million	15,638 New	15,638 $1.01 Million
Q3 2021 Oct 26, 2021	SELL	$58.71 - $61.95 $325,194 - $343,141	-5,539 Closed	0 $0
Q2 2021 Aug 06, 2021	BUY	$56.89 - $59.98 $49,892 - $52,602	877 Added 18.81%	5,539 $656,000
Q1 2021 Apr 28, 2021	BUY	$51.81 - $56.75 $40,411 - $44,265	780 Added 20.09%	4,662 $527,000
Q4 2020 Feb 12, 2021	BUY	$45.34 - $52.5 $33,279 - $38,535	734 Added 23.32%	3,882 $407,000
Q3 2020 Nov 05, 2020	BUY	$44.65 - $49.39 $140,558 - $155,479	3,148 New	3,148 $296,000

Others Institutions Holding DTD

# of Institutions

215

Shares Held

9.04M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR U.S TOTAL DIVIDE

Ticker DTD
Sector ETFs
Industry ETFs

More about DTD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of J.W. Cole Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on J.W. Cole Advisors, Inc. with notifications on news.

Account

J.W. Cole Advisors, Inc. Wisdomtree Tr U.S Total Divide Transaction History