Cherrydale Wealth Management, LLC Wiswisdomtree Tr Transaction History

Cherrydale Wealth Management, LLC

$244 Million
Q3 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 10,095 shares of DNL stock, worth $369,073. This represents 0.16% of its overall portfolio holdings.

Number of Shares

10,095

Previous 10,056 0.39%

Holding current value

$369,073

Previous $392,000 1.28%

% of portfolio

0.16%

Previous 0.17%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

View Full List

About WISWISDOMTREE TR

Ticker DNL
Sector ETFs
Industry ETFs

More about DNL

Track This Portfolio

Portfolio Update

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

News

Stay updated on Cherrydale Wealth Management, LLC with notifications on news.

Account

Cherrydale Wealth Management, LLC Wiswisdomtree Tr Transaction History