Vertex Planning Partners, LLC Wisdomtree Tr U.S Total Divide Transaction History

Vertex Planning Partners, LLC

$361 Billion
Q1 2024

A detailed history of Vertex Planning Partners, LLC transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 201,804 shares of DTD stock, worth $14.3 Million. This represents 3.95% of its overall portfolio holdings.

Number of Shares

201,804

Previous 198,668 1.58%

Holding current value

$14.3 Million

Previous $13 Billion 9.88%

% of portfolio

3.95%

Previous 3.85%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$64.49 - $70.72 $202,240 - $221,777	3,136 Added 1.58%	201,804 $14.3 Billion
Q4 2023 Feb 14, 2024	SELL	$57.51 - $65.5 $8.05 Million - $9.16 Million	-139,905 Reduced 41.32%	198,668 $13 Billion
Q3 2023 Nov 14, 2023	BUY	$60.13 - $64.29 $45,638 - $48,796	759 Added 0.22%	338,573 $20.4 Billion
Q2 2023 Aug 14, 2023	SELL	$58.74 - $62.09 $11.5 Million - $12.1 Million	-195,237 Reduced 36.63%	337,814 $21 Billion
Q1 2023 May 16, 2023	BUY	$58.06 - $63.3 $1.33 Million - $1.45 Million	22,980 Added 4.51%	533,051 $32.3 Billion

Q4 2022 Feb 06, 2023	BUY	$59.05 - $63.6 $30.1 Million - $32.4 Million	510,071 New	510,071 $30.9 Billion

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

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Vertex Planning Partners, LLC Wisdomtree Tr U.S Total Divide Transaction History