Nelson, Van Denburg & Campbell Wealth Management Group, LLC Wisdomtree Tr U.S Total Divide Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.25 Billion
Q2 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 17, 2023	BUY	$60.13 - $64.29 $41,309 - $44,167	687 Added 5.4%	13,399 $806,000
Q2 2023 Jul 19, 2023	BUY	$58.74 - $62.09 $77,771 - $82,207	1,324 Added 11.63%	12,712 $789,000
Q1 2023 May 10, 2023	BUY	$58.06 - $63.3 $661,187 - $720,860	11,388 New	11,388 $689,000

Others Institutions Holding DTD

# of Institutions

188

Shares Held

8.49M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

2.03M
Shares

$155 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.12M
Shares

$85.5 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

643K
Shares

$49.1 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

361K
Shares

$27.6 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

322K
Shares

$24.6 Million
0.05% of portfolio

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About WISDOMTREE TR U.S TOTAL DIVIDE

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