Optima Capital LLC Wisdomtree Tr U.S Total Divide Transaction History

Optima Capital LLC

$157 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Jun 12, 2025	SELL	$74.87 - $79.99 $404,896 - $432,585	-5,408 Closed	0 $0
Q4 2024 Jun 12, 2025	BUY	$75.44 - $80.53 $407,979 - $435,506	5,408 New	5,408 $410 Million

Others Institutions Holding DTD

# of Institutions

214

Shares Held

9.11M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.94M
Shares

$151 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.12M
Shares

$87.7 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

748K
Shares

$58.5 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

386K
Shares

$30.2 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

353K
Shares

$27.6 Million
0.06% of portfolio

About WISDOMTREE TR U.S TOTAL DIVIDE

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