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 $43,175. This represents 0.01% of its overall portfolio holdings.

Number of Shares

863

Holding current value

$43,175

% 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

114

Shares Held

6.72M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

1.39M
Shares

$69.5 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

852K
Shares

$42.6 Million
0.01% of portfolio
Morgan Stanley New York, NY

785K
Shares

$39.3 Million
0.0% of portfolio
Mariner, LLC Overland Park, KS

450K
Shares

$22.5 Million
0.03% of portfolio
Stonebridge Wealth Management, LLC Oak Brook, IL

148K
Shares

$7.39 Million
7.2% of portfolio

View Full List

About WISDOMTREE TR

Ticker DTH
Sector ETFs
Industry ETFs

More about DTH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Baldrige Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baldrige Asset Management LLC with notifications on news.

Account

Baldrige Asset Management LLC Wisdomtree Tr Transaction History