Panoramic Investment Advisors, LLC Wisdomtree Tr U.S Total Divide Transaction History

Panoramic Investment Advisors, LLC

$145 Billion
Q3 2024

A detailed history of Panoramic Investment Advisors, LLC transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 10,588 shares of DTD stock, worth $807,758. This represents 0.56% of its overall portfolio holdings.

Number of Shares

10,588

Previous 10,345 2.35%

Holding current value

$807,758

Previous $732 Million 10.96%

% of portfolio

0.56%

Previous 0.54%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$70.02 - $76.68 $17,014 - $18,633	243 Added 2.35%	10,588 $812 Million
Q1 2024 Apr 18, 2024	SELL	$64.49 - $70.72 $3,353 - $3,677	-52 Reduced 0.5%	10,345 $732 Million
Q4 2023 Jan 23, 2024	BUY	$57.51 - $65.5 $2,990 - $3,406	52 Added 0.5%	10,397 $680 Million
Q3 2023 Nov 15, 2023	BUY	$60.13 - $64.29 $30,425 - $32,530	506 Added 5.14%	10,345 $622 Million
Q4 2022 Mar 01, 2023	BUY	$55.0 - $63.6 $541,145 - $625,760	9,839 New	9,839 $597 Million

Others Institutions Holding DTD

# of Institutions

195

Shares Held

8.57M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR U.S TOTAL DIVIDE

Ticker DTD
Sector ETFs
Industry ETFs

More about DTD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Panoramic Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Panoramic Investment Advisors, LLC with notifications on news.

Account

Panoramic Investment Advisors, LLC Wisdomtree Tr U.S Total Divide Transaction History