Steward Partners Investment Advisory, LLC Wisdomtree Tr U.S Total Divide Transaction History

Steward Partners Investment Advisory, LLC

$8.95 Billion
Q1 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 47,568 shares of DTD stock, worth $3.37 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

47,568

Previous 48,036 0.97%

Holding current value

$3.37 Million

Previous $3.14 Million 7.13%

% of portfolio

0.04%

Previous 0.04%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$64.49 - $70.72 $30,181 - $33,096	-468 Reduced 0.97%	47,568 $3.36 Million
Q4 2023 Feb 12, 2024	BUY	$57.51 - $65.5 $25,879 - $29,475	450 Added 0.95%	48,036 $3.14 Million
Q3 2023 Nov 13, 2023	BUY	$60.13 - $64.29 $11,304 - $12,086	188 Added 0.4%	47,586 $2.86 Million
Q2 2023 Aug 14, 2023	BUY	$58.74 - $62.09 $36,888 - $38,992	628 Added 1.34%	47,398 $2.94 Million
Q1 2023 May 15, 2023	BUY	$58.06 - $63.3 $18,114 - $19,749	312 Added 0.67%	46,770 $2.83 Million

Q4 2022 Feb 15, 2023	SELL	$59.05 - $63.6 $20,077 - $21,624	-340 Reduced 0.73%	46,458 $2.82 Million
Q3 2022 Nov 10, 2022	SELL	N/A	-779 Reduced 1.64%	46,798 $2.54 Million
Q2 2022 Aug 04, 2022	BUY	N/A	3,642 Added 8.29%	47,577 $2.76 Million
Q1 2022 May 02, 2022	BUY	N/A	630 Added 1.45%	43,935 $2.84 Million
Q4 2021 Feb 08, 2022	BUY	N/A	22,067 Added 103.9%	43,305 $2.8 Million
Q3 2021 Nov 12, 2021	SELL	N/A	-745 Reduced 3.39%	21,238 $2.49 Million
Q2 2021 Aug 13, 2021	SELL	N/A	-9,762 Reduced 30.75%	21,983 $2.61 Million
Q1 2021 May 14, 2021	BUY	N/A	10,847 Added 51.9%	31,745 $0
Q4 2020 Feb 11, 2021	BUY	N/A	950 Added 4.76%	20,898 $2.19 Million
Q3 2020 Oct 30, 2020	BUY	N/A	102 Added 0.51%	19,948 $1.87 Million
Q2 2020 Aug 06, 2020	BUY	N/A	608 Added 3.16%	19,846 $1.79 Million
Q1 2020 Apr 29, 2020	BUY	N/A	631 Added 3.39%	19,238 $1.51 Million
Q4 2019 Jan 17, 2020	SELL	N/A	-234 Reduced 1.24%	18,607 $1.96 Million
Q3 2019 Oct 30, 2019	SELL	N/A	-36 Reduced 0.19%	18,841 $1.87 Million
Q2 2019 Jul 25, 2019	SELL	N/A	-383 Reduced 1.99%	18,877 $1.83 Million
Q1 2019 Apr 30, 2019	SELL	N/A	-7 Reduced 0.04%	19,260 $1.82 Million
Q4 2018 Jan 15, 2019	BUY	N/A	19,067 Added 9533.5%	19,267 $1.63 Million
Q3 2017 Nov 22, 2017	BUY	N/A	200	200 $17,000

Others Institutions Holding DTD

# of Institutions

193

Shares Held

8.56M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S TOTAL DIVIDE

Ticker DTD
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Steward Partners Investment Advisory, LLC Wisdomtree Tr U.S Total Divide Transaction History