Joel Isaacson & Co., LLC Wisdomtree Tr U.S Total Divide Transaction History

Joel Isaacson & Co., LLC

$2.18 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 21, 2020	SELL	$33.65 - $53.81 $134,600 - $215,240	-4,000 Closed	0 $0
Q4 2019 Jan 24, 2020	BUY	$48.04 - $52.82 $192,160 - $211,280	4,000 New	4,000 $422,000

Others Institutions Holding DTD

# of Institutions

211

Shares Held

9.47M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

2.01M
Shares

$155 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.24M
Shares

$95.4 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

703K
Shares

$54.1 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

375K
Shares

$28.9 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

345K
Shares

$26.6 Million
0.06% of portfolio

About WISDOMTREE TR U.S TOTAL DIVIDE

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