Jfs Wealth Advisors, LLC Wisdomtree Tr U.S Total Divide Transaction History

Jfs Wealth Advisors, LLC

  • $1.46 Billion
  • Q4 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 14,401 shares of DTD stock, worth $1.13 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
14,401
Previous 16,191 11.06%
Holding current value
$1.13 Million
Previous $1.24 Million 12.01%
% of portfolio
0.07%
Previous 0.08%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
SELL
$75.44 - $80.53 $135,037 - $144,148
-1,790 Reduced 11.06%
14,401 $1.09 Million
Q3 2024

Oct 25, 2024
SELL
$70.02 - $76.68 $8,682 - $9,508
-124 Reduced 0.76%
16,191 $1.24 Million
Q2 2024

Jul 15, 2024
BUY
$67.07 - $71.45 $603 - $643
9 Added 0.06%
16,315 $1.16 Million
Q1 2024

Apr 30, 2024
BUY
$64.49 - $70.72 $515 - $565
8 Added 0.05%
16,306 $1.15 Million
Q4 2023

Feb 07, 2024
SELL
$57.51 - $65.5 $5,520 - $6,288
-96 Reduced 0.59%
16,298 $1.07 Million
Q3 2023

Nov 02, 2023
SELL
$60.13 - $64.29 $46,420 - $49,631
-772 Reduced 4.5%
16,394 $986,000
Q2 2023

Aug 07, 2023
SELL
$58.74 - $62.09 $2,349 - $2,483
-40 Reduced 0.23%
17,166 $1.07 Million
Q1 2023

Apr 19, 2023
SELL
$58.06 - $63.3 $2,380 - $2,595
-41 Reduced 0.24%
17,206 $1.04 Million
Q4 2022

Feb 13, 2023
SELL
$55.0 - $63.6 $36,575 - $42,294
-665 Reduced 3.71%
17,247 $1.05 Million
Q3 2022

Oct 21, 2022
SELL
$54.26 - $63.28 $48,508 - $56,572
-894 Reduced 4.75%
17,912 $972,000
Q2 2022

Aug 02, 2022
SELL
$56.16 - $65.68 $38,469 - $44,990
-685 Reduced 3.51%
18,806 $1.09 Million
Q1 2022

May 02, 2022
SELL
$61.31 - $65.53 $33,352 - $35,648
-544 Reduced 2.72%
19,491 $1.26 Million
Q4 2021

Feb 03, 2022
BUY
$59.03 - $64.77 $572,472 - $628,139
9,698 Added 93.82%
20,035 $1.3 Million
Q3 2021

Nov 09, 2021
SELL
$58.71 - $61.95 $13,562 - $14,310
-231 Reduced 2.19%
10,337 $1.21 Million
Q2 2021

Aug 04, 2021
SELL
$56.89 - $59.98 $17,579 - $18,533
-309 Reduced 2.84%
10,568 $1.25 Million
Q1 2021

Apr 28, 2021
SELL
$51.81 - $56.75 $37,717 - $41,314
-728 Reduced 6.27%
10,877 $1.23 Million
Q4 2020

Feb 01, 2021
BUY
$45.34 - $52.5 $14,010 - $16,222
309 Added 2.74%
11,605 $1.22 Million
Q3 2020

Oct 28, 2020
BUY
$44.65 - $49.39 $535 - $592
12 Added 0.11%
11,296 $1.06 Million
Q2 2020

Aug 05, 2020
BUY
$37.48 - $48.65 $524 - $681
14 Added 0.12%
11,284 $1.02 Million
Q1 2020

Apr 29, 2020
SELL
$33.65 - $53.81 $2,019 - $3,228
-60 Reduced 0.53%
11,270 $883,000
Q4 2019

Feb 03, 2020
SELL
$48.04 - $52.82 $1,537 - $1,690
-32 Reduced 0.28%
11,330 $1.2 Million
Q3 2019

Oct 31, 2019
SELL
$49.15 - $49.84 $2,604 - $2,641
-53 Reduced 0.46%
11,362 $1.13 Million
Q2 2019

Aug 06, 2019
SELL
N/A
-76 Reduced 0.66%
11,415 $1.11 Million
Q1 2019

Apr 23, 2019
BUY
N/A
7 Added 0.06%
11,491 $1.09 Million
Q4 2018

Jan 28, 2019
SELL
N/A
-19 Reduced 0.17%
11,484 $972,000
Q3 2018

Nov 09, 2018
SELL
N/A
-146 Reduced 1.25%
11,503 $1.11 Million
Q2 2018

Jul 26, 2018
SELL
N/A
-317 Reduced 2.65%
11,649 $1.06 Million
Q1 2018

Apr 26, 2018
SELL
N/A
-1,914 Reduced 13.79%
11,966 $1.07 Million
Q4 2017

Jan 31, 2018
SELL
N/A
-2,857 Reduced 17.07%
13,880 $1.29 Million
Q3 2017

Oct 20, 2017
BUY
N/A
16,737
16,737 $1.47 Million

Others Institutions Holding DTD

# of Institutions
201
Shares Held
8.69M
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
Track This Portfolio

Track Jfs Wealth Advisors, LLC Portfolio

Follow Jfs Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Jfs Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jfs Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email