A detailed history of Iht Wealth Management, LLC transactions in Wiswisdomtree Tr stock. As of the latest transaction made, Iht Wealth Management, LLC holds 63,671 shares of DNL stock, worth $2.33 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
63,671
Previous 63,899 0.36%
Holding current value
$2.33 Million
Previous $2.5 Million 0.44%
% of portfolio
0.07%
Previous 0.1%

Shares

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

About WISWISDOMTREE TR


  • Ticker DNL
  • Sector ETFs
  • Industry ETFs
More about DNL
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