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

191

Shares Held

8.54M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

2.03M
Shares

$161 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.12M
Shares

$88.9 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

658K
Shares

$52.2 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

361K
Shares

$28.7 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

322K
Shares

$25.6 Million
0.05% of portfolio

About WISDOMTREE TR U.S TOTAL DIVIDE

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