Rooted Wealth Advisors, Inc. Wisdomtree Tr U.S Total Divide Transaction History
Rooted Wealth Advisors, Inc.
- $239 Million
- Q1 2025
A detailed history of Rooted Wealth Advisors, Inc. transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 7,585 shares of DTD stock, worth $558,786. This represents 0.24% of its overall portfolio holdings.
Number of Shares
7,585
Previous 3,946
92.22%
Holding current value
$558,786
Previous $300,000
92.67%
% of portfolio
0.24%
Previous 0.12%
Shares
10 transactions
Others Institutions Holding DTD
# of Institutions
211Shares Held
9.52MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.01MShares$148 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.24MShares$91.3 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC703KShares$51.8 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA375KShares$27.6 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL345KShares$25.4 Million0.06% of portfolio