Signature Estate & Investment Advisors LLC Wisdomtree Tr U.S Total Divide Transaction History

Signature Estate & Investment Advisors LLC

$4.32 Billion
Q3 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2018 Feb 01, 2019	SELL	N/A	-1,092 Closed	0 $0
Q3 2018 Oct 18, 2018	SELL	N/A	-113 Reduced 9.38%	1,092 $105,000
Q2 2018 Jul 24, 2018	SELL	N/A	-18,458 Reduced 93.87%	1,205 $110,000
Q1 2018 Apr 16, 2018	SELL	N/A	-3,065 Reduced 13.49%	19,663 $1.75 Million
Q4 2017 Feb 02, 2018	SELL	N/A	-95 Reduced 0.42%	22,728 $2.11 Million
Q3 2017 Nov 07, 2017	BUY	N/A	1,077 Added 4.95%	22,823 $2 Million
Q2 2017 Aug 14, 2017	BUY	N/A	21,746	21,746 $1.85 Million

Others Institutions Holding DTD

# of Institutions

195

Shares Held

8.57M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

2.02M
Shares

$153 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.19M
Shares

$90.3 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

658K
Shares

$49.9 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

359K
Shares

$27.3 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

329K
Shares

$25 Million
0.06% of portfolio

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About WISDOMTREE TR U.S TOTAL DIVIDE

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