Obsidian Personal Planning Solutions LLC Wisdomtree Tr U.S Total Divide Transaction History

Obsidian Personal Planning Solutions LLC

$196 Million
Q4 2024

A detailed history of Obsidian Personal Planning Solutions LLC transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Obsidian Personal Planning Solutions LLC holds 3,217 shares of DTD stock, worth $250,732. This represents 0.12% of its overall portfolio holdings.

Number of Shares

3,217

Previous 3,217 -0.0%

Holding current value

$250,732

Previous $246,000 0.81%

% of portfolio

0.12%

Previous 0.12%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	SELL	$70.02 - $76.68 $16,244 - $17,789	-232 Reduced 6.73%	3,217 $246,000
Q1 2024 May 09, 2024	SELL	$64.49 - $70.72 $81,257 - $89,107	-1,260 Reduced 26.76%	3,449 $243,000
Q4 2023 Jan 31, 2024	SELL	$57.51 - $65.5 $17,310 - $19,715	-301 Reduced 6.01%	4,709 $307,000
Q1 2023 Apr 11, 2023	SELL	$58.06 - $63.3 $89,876 - $97,988	-1,548 Reduced 23.6%	5,010 $303,000
Q4 2022 Jan 18, 2023	SELL	$55.0 - $63.6 $37,125 - $42,930	-675 Reduced 9.33%	6,558 $398,000
Q3 2022 Oct 11, 2022	SELL	$54.26 - $63.28 $8,627 - $10,061	-159 Reduced 2.15%	7,233 $392,000
Q2 2022 Jul 19, 2022	BUY	$56.16 - $65.68 $415,134 - $485,506	7,392 New	7,392 $428,000

Others Institutions Holding DTD

# of Institutions

210

Shares Held

9.46M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S TOTAL DIVIDE

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Obsidian Personal Planning Solutions LLC Wisdomtree Tr U.S Total Divide Transaction History