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

Panoramic Investment Advisors, LLC

  • $136 Billion
  • Q1 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 10,345 shares of DTD stock, worth $734,805. This represents 0.54% of its overall portfolio holdings.

Number of Shares
10,345
Previous 10,397 0.5%
Holding current value
$734,805
Previous $680 Million 7.64%
% of portfolio
0.54%
Previous 0.59%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$59.05 - $63.6 $580,992 - $625,760
9,839 New
9,839 $597 Million

Others Institutions Holding DTD

# of Institutions
193
Shares Held
8.56M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S TOTAL DIVIDE

DTD Quotes by TradingView
  • Ticker DTD
  • Sector ETFs
  • Industry ETFs
More about DTD
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