Baldrige Asset Management LLC Wisdomtree Tr Transaction History

Baldrige Asset Management LLC

$244 Million
Q1 2023

A detailed history of Baldrige Asset Management LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Baldrige Asset Management LLC holds 863 shares of DTH stock, worth $33,130. This represents 0.01% of its overall portfolio holdings.

Number of Shares

863

Holding current value

$33,130

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 17, 2023	BUY	$35.99 - $39.12 $31,059 - $33,760	863 New	863 $32,000

Others Institutions Holding DTH

# of Institutions

Shares Held

5.45M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

1.38M
Shares

$52.9 Million
0.0% of portfolio
Morgan Stanley New York, NY

649K
Shares

$24.9 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

585K
Shares

$22.5 Million
0.01% of portfolio
Vertex Planning Partners, LLC Downers Grove, IL

330K
Shares

$12.7 Million
3.27% of portfolio
Mariner, LLC Overland Park, KS

192K
Shares

$7.36 Million
0.01% of portfolio

View Full List

About WISDOMTREE TR

Ticker DTH
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Baldrige Asset Management LLC Wisdomtree Tr Transaction History