New Edge Advisors, LLC Wisdomtree Tr U.S Total Divide Transaction History

New Edge Advisors, LLC

$15 Billion
Q3 2024

A detailed history of New Edge Advisors, LLC transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, New Edge Advisors, LLC holds 3,399 shares of DTD stock, worth $259,309. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,399

Previous 8,279 58.94%

Holding current value

$259,309

Previous $586,000 55.63%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$70.02 - $76.68 $341,697 - $374,198	-4,880 Reduced 58.94%	3,399 $260,000
Q2 2024 Aug 15, 2024	BUY	$67.07 - $71.45 $20,523 - $21,863	306 Added 3.84%	8,279 $586,000
Q1 2024 May 14, 2024	SELL	$64.49 - $70.72 $154,066 - $168,950	-2,389 Reduced 23.06%	7,973 $563,000
Q4 2023 Feb 13, 2024	SELL	$57.51 - $65.5 $675,972 - $769,887	-11,754 Reduced 53.15%	10,362 $677,000
Q3 2023 Nov 14, 2023	SELL	$60.13 - $64.29 $83,761 - $89,555	-1,393 Reduced 5.93%	22,116 $1.33 Million
Q2 2023 Aug 14, 2023	BUY	$58.74 - $62.09 $1.37 Million - $1.44 Million	23,271 Added 9777.73%	23,509 $1.46 Million
Q4 2022 Feb 14, 2023	BUY	$55.0 - $63.6 $13,090 - $15,136	238 New	238 $14,000
Q1 2020 May 04, 2020	SELL	$33.65 - $53.81 $83,990 - $134,309	-2,496 Closed	0 $0
Q4 2019 Jan 31, 2020	BUY	$48.04 - $52.82 $119,907 - $131,838	2,496 New	2,496 $263,000
Q3 2017 Nov 13, 2017	SELL	N/A	-145 Closed	0 $0
Q2 2017 Aug 17, 2017	BUY	N/A	145	145 $0

Others Institutions Holding DTD

# of Institutions

195

Shares Held

8.57M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S TOTAL DIVIDE

Ticker DTD
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New Edge Advisors, LLC Wisdomtree Tr U.S Total Divide Transaction History