Howard Wealth Management, LLC Wiswisdomtree Tr Transaction History

Howard Wealth Management, LLC

$184 Million
Q4 2024

A detailed history of Howard Wealth Management, LLC transactions in Wiswisdomtree Tr stock. As of the latest transaction made, Howard Wealth Management, LLC holds 25,508 shares of DNL stock, worth $950,173. This represents 0.5% of its overall portfolio holdings.

Number of Shares

25,508

Previous 26,068 2.15%

Holding current value

$950,173

Previous $1.03 Million 10.71%

% of portfolio

0.5%

Previous 0.6%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$35.98 - $39.39 $20,148 - $22,058	-560 Reduced 2.15%	25,508 $917,000
Q3 2024 Nov 08, 2024	SELL	$36.65 - $40.81 $15,869 - $17,670	-433 Reduced 1.63%	26,068 $1.03 Million
Q2 2024 Aug 02, 2024	BUY	$37.04 - $39.97 $4,111 - $4,436	111 Added 0.42%	26,501 $1.04 Million
Q1 2024 May 06, 2024	BUY	$35.41 - $39.06 $2,584 - $2,851	73 Added 0.28%	26,390 $1.03 Million
Q4 2023 Feb 07, 2024	SELL	$31.84 - $37.1 $54,319 - $63,292	-1,706 Reduced 6.09%	26,317 $973,000
Q3 2023 Nov 01, 2023	SELL	$33.17 - $36.65 $16,087 - $17,775	-485 Reduced 1.7%	28,023 $937,000
Q2 2023 Aug 01, 2023	SELL	$34.59 - $36.52 $83,880 - $88,561	-2,425 Reduced 7.84%	28,508 $1.02 Million
Q1 2023 May 04, 2023	SELL	$32.54 - $35.82 $52,031 - $57,276	-1,599 Reduced 4.92%	30,933 $1.1 Million
Q4 2022 Jan 26, 2023	SELL	$27.4 - $33.63 $12,412 - $15,234	-453 Reduced 1.37%	32,532 $0
Q3 2022 Nov 01, 2022	BUY	$27.2 - $34.05 $1,550 - $1,940	57 Added 0.17%	32,985 $906,000
Q2 2022 Aug 09, 2022	BUY	$31.69 - $40.37 $4,088 - $5,207	129 Added 0.39%	32,928 $1.04 Million
Q1 2022 Apr 20, 2022	BUY	$36.81 - $43.65 $22,822 - $27,063	620 Added 1.93%	32,799 $1.3 Million
Q4 2021 Jan 18, 2022	BUY	$39.96 - $43.57 $162,317 - $176,981	4,062 Added 14.45%	32,179 $1.4 Million
Q3 2021 Oct 19, 2021	BUY	$40.46 - $43.87 $8,982 - $9,739	222 Added 0.8%	28,117 $1.14 Million
Q2 2021 Jul 27, 2021	BUY	$39.37 - $42.66 $577,794 - $626,078	14,676 Added 111.02%	27,895 $1.16 Million
Q1 2021 Apr 23, 2021	BUY	$37.62 - $40.48 $172,374 - $185,479	4,582 Added 53.05%	13,219 $1.03 Million
Q4 2020 Feb 02, 2021	SELL	$32.44 - $38.32 $14,889 - $17,588	-459 Reduced 5.05%	8,637 $657,000
Q3 2020 Oct 29, 2020	SELL	$31.77 - $34.29 $59,251 - $63,950	-1,865 Reduced 17.01%	9,096 $606,000
Q2 2020 Aug 03, 2020	BUY	$25.58 - $32.16 $280,382 - $352,505	10,961 New	10,961 $691,000
Q1 2020 May 04, 2020	SELL	$23.08 - $34.03 $21,926 - $32,328	-950 Closed	0 $0
Q4 2019 Feb 05, 2020	BUY	$28.4 - $32.92 $26,980 - $31,274	950 New	950 $62,000

Others Institutions Holding DNL

# of Institutions

115

Shares Held

12.8M

Call Options Held

Put Options Held

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About WISWISDOMTREE TR

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Howard Wealth Management, LLC Wiswisdomtree Tr Transaction History