V Wealth Advisors LLC Wisdomtree Tr U.S Total Divide Transaction History

V Wealth Advisors LLC

$123 Million
Q3 2023

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 11, 2023	BUY	$58.74 - $62.09 $1,409 - $1,490	24 Added 0.44%	5,495 $341,000
Q1 2023 May 02, 2023	BUY	$58.06 - $63.3 $1,335 - $1,455	23 Added 0.42%	5,471 $331,000
Q4 2022 Jan 20, 2023	SELL	$55.0 - $63.6 $111,815 - $129,298	-2,033 Reduced 27.18%	5,448 $0
Q3 2022 Nov 04, 2022	BUY	$54.26 - $63.28 $542 - $632	10 Added 0.13%	7,481 $406,000
Q2 2022 Jul 27, 2022	BUY	$56.16 - $65.68 $2,583 - $3,021	46 Added 0.62%	7,471 $433,000
Q1 2022 May 16, 2022	BUY	$61.31 - $65.53 $1,348 - $1,441	22 Added 0.3%	7,425 $479,000
Q4 2021 Feb 17, 2022	BUY	$59.03 - $64.77 $219,591 - $240,944	3,720 Added 101.0%	7,403 $479,000
Q3 2021 Oct 21, 2021	BUY	$58.71 - $61.95 $3,640 - $3,840	62 Added 1.71%	3,683 $432,000
Q2 2021 Jul 27, 2021	BUY	$56.89 - $59.98 $910 - $959	16 Added 0.44%	3,621 $429,000
Q1 2021 Apr 20, 2021	BUY	$51.81 - $56.75 $2,590 - $2,837	50 Added 1.41%	3,605 $407,000
Q4 2020 Jan 25, 2021	BUY	$45.34 - $52.5 $161,183 - $186,637	3,555 New	3,555 $373,000
Q3 2020 Oct 13, 2020	SELL	$44.65 - $49.39 $219,365 - $242,653	-4,913 Closed	0 $0
Q2 2020 Jul 29, 2020	BUY	$37.48 - $48.65 $184,139 - $239,017	4,913 New	4,913 $443,000

Others Institutions Holding DTD

# of Institutions

193

Shares Held

8.53M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

2.02M
Shares

$158 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.19M
Shares

$93 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

658K
Shares

$51.4 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

359K
Shares

$28.1 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

329K
Shares

$25.7 Million
0.06% of portfolio

About WISDOMTREE TR U.S TOTAL DIVIDE

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