Sequoia Financial Advisors, LLC Wisdomtree Tr U.S Total Divide Transaction History

Sequoia Financial Advisors, LLC

  • $8.93 Billion
  • Q3 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 4,959 shares of DTD stock, worth $387,892. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,959
Previous 4,677 6.03%
Holding current value
$387,892
Previous $331,000 14.8%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$70.02 - $76.68 $19,745 - $21,623
282 Added 6.03%
4,959 $380,000
Q2 2024

Jul 15, 2024
BUY
$67.07 - $71.45 $871 - $928
13 Added 0.28%
4,677 $331,000
Q1 2024

Apr 30, 2024
BUY
$64.49 - $70.72 $644 - $707
10 Added 0.21%
4,664 $329,000
Q4 2023

Jan 25, 2024
BUY
$57.51 - $65.5 $267,651 - $304,837
4,654 New
4,654 $304,000
Q2 2023

Aug 08, 2023
BUY
$58.74 - $62.09 $763 - $807
13 Added 0.35%
3,726 $231,000
Q1 2023

Apr 24, 2023
BUY
$58.06 - $63.3 $754 - $822
13 Added 0.35%
3,713 $224,000
Q4 2022

Jan 17, 2023
BUY
$55.0 - $63.6 $203,500 - $235,320
3,700 New
3,700 $0

Others Institutions Holding DTD

# of Institutions
199
Shares Held
8.64M
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
Track This Portfolio

Track Sequoia Financial Advisors, LLC Portfolio

Follow Sequoia Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sequoia Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequoia Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email