Iht Wealth Management, LLC Wiswisdomtree Tr Transaction History

Iht Wealth Management, LLC

$3.06 Billion
Q1 2025

A detailed history of Iht Wealth Management, LLC transactions in Wiswisdomtree Tr stock. As of the latest transaction made, Iht Wealth Management, LLC holds 58,911 shares of DNL stock, worth $2.31 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

58,911

Previous 57,027 3.3%

Holding current value

$2.31 Million

Previous $2.05 Million 2.44%

% of portfolio

0.07%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$35.56 - $38.21 $66,995 - $71,987	1,884 Added 3.3%	58,911 $2.1 Million
Q4 2024 Feb 14, 2025	SELL	$35.98 - $39.39 $239,051 - $261,707	-6,644 Reduced 10.43%	57,027 $2.05 Million
Q3 2024 Nov 14, 2024	SELL	$36.65 - $40.81 $8,356 - $9,304	-228 Reduced 0.36%	63,671 $2.51 Million
Q2 2024 Aug 14, 2024	BUY	$37.04 - $39.97 $185,459 - $200,129	5,007 Added 8.5%	63,899 $2.5 Million
Q1 2024 May 15, 2024	BUY	$35.41 - $39.06 $20,821 - $22,967	588 Added 1.01%	58,892 $2.29 Million
Q4 2023 Feb 14, 2024	BUY	$31.84 - $37.1 $54,287 - $63,255	1,705 Added 3.01%	58,304 $2.16 Million
Q3 2023 Nov 14, 2023	BUY	$33.17 - $36.65 $551,617 - $609,489	16,630 Added 41.61%	56,599 $1.89 Million
Q2 2023 Aug 14, 2023	BUY	$34.59 - $36.52 $1.38 Million - $1.46 Million	39,969 New	39,969 $1.43 Million

Others Institutions Holding DNL

# of Institutions

111

Shares Held

10.5M

Call Options Held

Put Options Held

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About WISWISDOMTREE TR

Ticker DNL
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Iht Wealth Management, LLC Wiswisdomtree Tr Transaction History