Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 15, 2023

SELL
$58.06 - $63.3 $1,683 - $1,835
-29 Reduced 0.77%
3,756 $228,000
Q4 2022

Feb 10, 2023

BUY
$55.0 - $63.6 $2,090 - $2,416
38 Added 1.01%
3,785 $230,000
Q3 2022

Nov 16, 2022

BUY
$54.26 - $63.28 $217 - $253
4 Added 0.11%
3,747 $203,000
Q2 2022

Aug 16, 2022

SELL
$56.16 - $65.68 $4,492 - $5,254
-80 Reduced 2.09%
3,743 $217,000
Q1 2022

May 24, 2022

BUY
$61.31 - $65.53 $234,388 - $250,521
3,823 New
3,823 $247,000
Q2 2021

Aug 19, 2021

SELL
$56.89 - $59.98 $107,635 - $113,482
-1,892 Closed
0 $0
Q1 2021

May 12, 2021

BUY
$51.81 - $56.75 $98,024 - $107,371
1,892 New
1,892 $214,000

Others Institutions Holding DTD

About WISDOMTREE TR U.S TOTAL DIVIDE


  • Ticker DTD
  • Sector ETFs
  • Industry ETFs
More about DTD
Track This Portfolio

Track M Holdings Securities, Inc. Portfolio

Follow M Holdings Securities, Inc. 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 M Holdings Securities, Inc., based on Form 13F filings with the SEC.

News

Stay updated on M Holdings Securities, Inc. with notifications on news.