Formidable Asset Management, LLC Wisdomtree Tr Transaction History

Formidable Asset Management, LLC

$587 Million
Q4 2024

A detailed history of Formidable Asset Management, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Formidable Asset Management, LLC holds 77,909 shares of DTH stock, worth $3.18 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares

77,909

Previous 99,249 21.5%

Holding current value

$3.18 Million

Previous $4.11 Million 28.43%

% of portfolio

0.5%

Previous 0.68%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 19, 2025	SELL	$37.38 - $41.11 $797,689 - $877,287	-21,340 Reduced 21.5%	77,909 $2.94 Million
Q3 2024 Nov 12, 2024	SELL	$37.62 - $41.83 $603,688 - $671,246	-16,047 Reduced 13.92%	99,249 $4.11 Million
Q2 2024 Aug 08, 2024	BUY	$38.08 - $41.21 $1.21 Million - $1.31 Million	31,725 Added 37.96%	115,296 $4.42 Million
Q1 2024 May 15, 2024	BUY	$37.09 - $39.82 $612,541 - $657,627	16,515 Added 24.63%	83,571 $3.31 Million
Q4 2023 Feb 07, 2024	BUY	$34.66 - $39.12 $498,341 - $562,467	14,378 Added 27.29%	67,056 $2.61 Million
Q3 2023 Nov 09, 2023	BUY	$35.8 - $38.54 $39,988 - $43,049	1,117 Added 2.17%	52,678 $1.91 Million
Q2 2023 Aug 15, 2023	BUY	$36.15 - $39.0 $1.86 Million - $2.01 Million	51,561 New	51,561 $1.91 Million

Others Institutions Holding DTH

# of Institutions

Shares Held

5.55M

Call Options Held

Put Options Held

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About WISDOMTREE TR

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Formidable Asset Management, LLC Wisdomtree Tr Transaction History