Cherrydale Wealth Management, LLC Wiswisdomtree Tr Transaction History

Cherrydale Wealth Management, LLC

$256 Million
Q4 2024

A detailed history of Cherrydale Wealth Management, LLC transactions in Wiswisdomtree Tr stock. As of the latest transaction made, Cherrydale Wealth Management, LLC holds 10,133 shares of DNL stock, worth $369,347. This represents 0.14% of its overall portfolio holdings.

Number of Shares

10,133

Previous 10,095 0.38%

Holding current value

$369,347

Previous $397,000 8.31%

% of portfolio

0.14%

Previous 0.16%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$35.98 - $39.39 $1,367 - $1,496	38 Added 0.38%	10,133 $364,000
Q3 2024 Oct 11, 2024	BUY	$36.65 - $40.81 $1,429 - $1,591	39 Added 0.39%	10,095 $397,000
Q2 2024 Jul 11, 2024	BUY	$37.04 - $39.97 $2,703 - $2,917	73 Added 0.73%	10,056 $392,000
Q1 2024 Apr 12, 2024	BUY	$35.41 - $39.06 $1,487 - $1,640	42 Added 0.42%	9,983 $388,000
Q4 2023 Jan 08, 2024	BUY	$31.84 - $37.1 $891 - $1,038	28 Added 0.28%	9,941 $367,000
Q3 2023 Oct 10, 2023	BUY	$33.17 - $36.65 $1,127 - $1,246	34 Added 0.34%	9,913 $331,000
Q2 2023 Jul 17, 2023	BUY	$34.59 - $36.52 $2,801 - $2,958	81 Added 0.83%	9,879 $353,000
Q1 2023 Apr 14, 2023	BUY	$32.54 - $35.82 $1,431 - $1,576	44 Added 0.45%	9,798 $347,000
Q4 2022 Jan 18, 2023	BUY	$27.4 - $33.63 $1,041 - $1,277	38 Added 0.39%	9,754 $0
Q3 2022 Oct 24, 2022	BUY	$27.2 - $34.05 $3,780 - $4,732	139 Added 1.45%	9,716 $267,000
Q2 2022 Jul 07, 2022	SELL	$31.69 - $40.37 $173,597 - $221,146	-5,478 Reduced 36.39%	9,577 $303,000
Q1 2022 Apr 26, 2022	SELL	$36.81 - $43.65 $4,564 - $5,412	-124 Reduced 0.82%	15,055 $598,000
Q4 2021 Feb 01, 2022	BUY	$39.96 - $43.57 $606,552 - $661,349	15,179 New	15,179 $661,000

Others Institutions Holding DNL

# of Institutions

115

Shares Held

12.3M

Call Options Held

Put Options Held

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About WISWISDOMTREE TR

Ticker DNL
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Cherrydale Wealth Management, LLC Wiswisdomtree Tr Transaction History