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

Panoramic Investment Advisors, LLC

$154 Billion
Q4 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 11,276 shares of DTD stock, worth $893,059. This represents 0.56% of its overall portfolio holdings.

Number of Shares

11,276

Previous 10,588 6.5%

Holding current value

$893,059

Previous $812 Million 5.37%

% of portfolio

0.56%

Previous 0.56%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$75.44 - $80.53 $51,902 - $55,404	688 Added 6.5%	11,276 $855 Million
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

206

Shares Held

9.44M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S TOTAL DIVIDE

Ticker DTD
Sector ETFs
Industry ETFs

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