Sandy Cove Advisors, LLC Wisdomtree Tr U.S Total Divide Transaction History

Sandy Cove Advisors, LLC

$253 Million
Q4 2024

A detailed history of Sandy Cove Advisors, LLC transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Sandy Cove Advisors, LLC holds 5,890 shares of DTD stock, worth $459,066. This represents 0.18% of its overall portfolio holdings.

Number of Shares

5,890

Previous 6,276 6.15%

Holding current value

$459,066

Previous $481,000 7.28%

% of portfolio

0.18%

Previous 0.2%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$75.44 - $80.53 $29,119 - $31,084	-386 Reduced 6.15%	5,890 $446,000
Q3 2024 Oct 17, 2024	BUY	$70.02 - $76.68 $2,310 - $2,530	33 Added 0.53%	6,276 $481,000
Q2 2024 Jul 23, 2024	SELL	$67.07 - $71.45 $8,652 - $9,217	-129 Reduced 2.02%	6,243 $442,000
Q1 2024 Apr 17, 2024	SELL	$64.49 - $70.72 $15,800 - $17,326	-245 Reduced 3.7%	6,372 $450,000
Q4 2023 Jan 17, 2024	BUY	$57.51 - $65.5 $2,817 - $3,209	49 Added 0.75%	6,617 $432,000
Q3 2023 Nov 13, 2023	BUY	$60.13 - $64.29 $2,525 - $2,700	42 Added 0.64%	6,568 $395,000
Q2 2023 Aug 14, 2023	BUY	$58.74 - $62.09 $2,290 - $2,421	39 Added 0.6%	6,526 $405,000
Q1 2023 May 12, 2023	BUY	$58.06 - $63.3 $2,322 - $2,532	40 Added 0.62%	6,487 $393,000
Q4 2022 Jan 23, 2023	SELL	$55.0 - $63.6 $52,690 - $60,928	-958 Reduced 12.94%	6,447 $0
Q3 2022 Nov 14, 2022	BUY	$54.26 - $63.28 $2,930 - $3,417	54 Added 0.73%	7,405 $402,000
Q2 2022 Aug 11, 2022	BUY	$56.16 - $65.68 $3,144 - $3,678	56 Added 0.77%	7,351 $426,000
Q1 2022 May 04, 2022	BUY	$61.31 - $65.53 $1,655 - $1,769	27 Added 0.37%	7,295 $471,000
Q4 2021 Feb 04, 2022	BUY	$59.03 - $64.77 $429,030 - $470,748	7,268 New	7,268 $471,000

Others Institutions Holding DTD

# of Institutions

210

Shares Held

9.46M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S TOTAL DIVIDE

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Sandy Cove Advisors, LLC Wisdomtree Tr U.S Total Divide Transaction History