Mark Sheptoff Financial Planning, LLC Wisdomtree Tr U.S Total Divide Transaction History

Mark Sheptoff Financial Planning, LLC

$186 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 12, 2020	SELL	$44.65 - $49.39 $6,697 - $7,408	-150 Closed	0 $0
Q3 2017 Nov 09, 2017	BUY	N/A	150	150 $13,000

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

$90.8 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

658K
Shares

$50.2 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

359K
Shares

$27.4 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

329K
Shares

$25.1 Million
0.06% of portfolio

About WISDOMTREE TR U.S TOTAL DIVIDE

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