Rooted Wealth Advisors, Inc. Wisdomtree Tr U.S Total Divide Transaction History

Rooted Wealth Advisors, Inc.

$275 Million
Q2 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 3,623 shares of DTD stock, worth $293,173. This represents 0.1% of its overall portfolio holdings.

Number of Shares

3,623

Previous 7,585 52.23%

Holding current value

$293,173

Previous $578,000 50.17%

% of portfolio

0.1%

Previous 0.24%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	SELL	$68.45 - $79.52 $271,198 - $315,058	-3,962 Reduced 52.23%	3,623 $288,000
Q1 2025 Apr 08, 2025	BUY	$74.87 - $79.99 $272,451 - $291,083	3,639 Added 92.22%	7,585 $578,000
Q4 2024 Jan 30, 2025	BUY	$75.44 - $80.53 $19,689 - $21,018	261 Added 7.08%	3,946 $300,000
Q3 2024 Nov 12, 2024	SELL	$70.02 - $76.68 $23,946 - $26,224	-342 Reduced 8.49%	3,685 $281,000
Q2 2024 Jul 25, 2024	SELL	$67.07 - $71.45 $48,558 - $51,729	-724 Reduced 15.24%	4,027 $295,000
Q1 2024 Apr 17, 2024	SELL	$64.49 - $70.72 $546,101 - $598,856	-8,468 Reduced 64.06%	4,751 $332,000
Q4 2023 Feb 07, 2024	BUY	$57.51 - $65.5 $290,885 - $331,299	5,058 Added 61.98%	13,219 $839,000
Q3 2023 Nov 21, 2023	SELL	$60.13 - $64.29 $3.02 Million - $3.23 Million	-50,210 Reduced 86.02%	8,161 $504,000
Q2 2023 Aug 03, 2023	SELL	$58.74 - $62.09 $1.04 Million - $1.1 Million	-17,742 Reduced 23.31%	58,371 $3.62 Million
Q1 2023 Apr 26, 2023	SELL	$58.06 - $63.3 $84,187 - $91,785	-1,450 Reduced 1.87%	76,113 $4.67 Million
Q4 2022 Feb 13, 2023	BUY	$55.0 - $63.6 $4.27 Million - $4.93 Million	77,563 New	77,563 $4.7 Million

Others Institutions Holding DTD

# of Institutions

217

Shares Held

9.03M

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 Rooted Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Rooted Wealth Advisors, Inc. with notifications on news.

Account

Rooted Wealth Advisors, Inc. Wisdomtree Tr U.S Total Divide Transaction History