A detailed history of Howard Wealth Management, LLC transactions in Wiswisdomtree Tr stock. As of the latest transaction made, Howard Wealth Management, LLC holds 26,068 shares of DNL stock, worth $952,003. This represents 0.6% of its overall portfolio holdings.

Number of Shares
26,068
Previous 26,501 1.63%
Holding current value
$952,003
Previous $1.04 Million 0.77%
% of portfolio
0.6%
Previous 0.82%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About WISWISDOMTREE TR


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  • Sector ETFs
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