Kelly Financial Services LLC Wisdomtree Tr U.S Total Divide Transaction History

Kelly Financial Services LLC

$258 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 12, 2024	BUY	$67.07 - $71.45 $67 - $71	1 Added 0.59%	170 $12,000
Q1 2024 Jul 17, 2024	BUY	$64.49 - $70.72 $64 - $70	1 Added 0.6%	169 $11,000
Q4 2023 Jul 17, 2024	BUY	$57.51 - $65.5 $57 - $65	1 Added 0.6%	168 $11 Million
Q3 2023 Jul 17, 2024	BUY	$60.13 - $64.29 $60 - $64	1 Added 0.6%	167 $10 Million
Q2 2023 Jul 17, 2024	BUY	$58.74 - $62.09 $58 - $62	1 Added 0.61%	166 $10.3 Million
Q1 2023 Jul 17, 2024	BUY	$58.06 - $63.3 $58 - $63	1 Added 0.61%	165 $9.97 Million
Q4 2022 Jul 17, 2024	BUY	$55.0 - $63.6 $110 - $127	2 Added 1.23%	164 $9.92 Million
Q3 2022 Jul 17, 2024	BUY	$54.26 - $63.28 $54 - $63	1 Added 0.62%	162 $8.81 Million
Q2 2022 Jul 17, 2024	BUY	$56.16 - $65.68 $9,041 - $10,574	161 New	161 $9.34 Million

Others Institutions Holding DTD

# of Institutions

195

Shares Held

8.57M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

2.02M
Shares

$154 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.19M
Shares

$90.9 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

658K
Shares

$50.3 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

359K
Shares

$27.5 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

329K
Shares

$25.2 Million
0.06% of portfolio

About WISDOMTREE TR U.S TOTAL DIVIDE

Ticker DTD
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kelly Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kelly Financial Services LLC with notifications on news.