Mgo Private Wealth, LLC Wisdomtree Tr U.S Total Divide Transaction History

Mgo Private Wealth, LLC

$138 Million
Q1 2025

A detailed history of Mgo Private Wealth, LLC transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Mgo Private Wealth, LLC holds 15,568 shares of DTD stock, worth $1.16 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares

15,568

Previous 18,127 14.12%

Holding current value

$1.16 Million

Previous $1.38 Million 12.95%

% of portfolio

0.87%

Previous 1.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$74.87 - $79.99 $191,592 - $204,694	-2,559 Reduced 14.12%	15,568 $1.2 Million
Q4 2024 Feb 10, 2025	SELL	$75.44 - $80.53 $124,551 - $132,955	-1,651 Reduced 8.35%	18,127 $1.38 Million
Q3 2024 Nov 08, 2024	SELL	$70.02 - $76.68 $21,846 - $23,924	-312 Reduced 1.55%	19,778 $1.52 Million
Q2 2024 Aug 02, 2024	SELL	$67.07 - $71.45 $13,548 - $14,432	-202 Reduced 1.0%	20,090 $1.42 Million
Q1 2024 Apr 18, 2024	SELL	$64.49 - $70.72 $111,761 - $122,557	-1,733 Reduced 7.87%	20,292 $1.44 Million
Q4 2023 Feb 05, 2024	BUY	$57.51 - $65.5 $11,156 - $12,707	194 Added 0.89%	22,025 $1.44 Million
Q3 2023 Nov 01, 2023	SELL	$60.13 - $64.29 $88,691 - $94,827	-1,475 Reduced 6.33%	21,831 $1.31 Million
Q2 2023 Jul 13, 2023	SELL	$58.74 - $62.09 $206,588 - $218,370	-3,517 Reduced 13.11%	23,306 $1.45 Million
Q1 2023 Apr 17, 2023	SELL	$58.06 - $63.3 $3 Million - $3.27 Million	-51,735 Reduced 65.86%	26,823 $1.63 Million
Q4 2022 Feb 02, 2023	SELL	$55.0 - $63.6 $2.75 Million - $3.18 Million	-49,985 Reduced 38.89%	78,558 $4.76 Million
Q3 2022 Nov 14, 2022	BUY	$54.26 - $63.28 $6.97 Million - $8.13 Million	128,543 New	128,543 $6.98 Million

Others Institutions Holding DTD

# of Institutions

211

Shares Held

9.52M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S TOTAL DIVIDE

Ticker DTD
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Mgo Private Wealth, LLC Wisdomtree Tr U.S Total Divide Transaction History