Iht Wealth Management, LLC Wisdomtree Tr Transaction History

Iht Wealth Management, LLC

$3.44 Billion
Q2 2025

A detailed history of Iht Wealth Management, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Iht Wealth Management, LLC holds 6,570 shares of DTH stock, worth $314,440. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,570

Previous 6,780 3.1%

Holding current value

$314,440

Previous $287,000 5.92%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$37.84 - $46.83 $7,946 - $9,834	-210 Reduced 3.1%	6,570 $304,000
Q1 2025 May 15, 2025	SELL	$37.33 - $43.33 $261 - $303	-7 Reduced 0.1%	6,780 $287,000
Q4 2024 Feb 14, 2025	BUY	$37.38 - $41.11 $32,670 - $35,930	874 Added 14.78%	6,787 $256,000
Q3 2024 Nov 14, 2024	SELL	$37.62 - $41.83 $9,292 - $10,332	-247 Reduced 4.01%	5,913 $245,000
Q2 2024 Aug 14, 2024	BUY	$38.08 - $41.21 $8,187 - $8,860	215 Added 3.62%	6,160 $236,000
Q1 2024 May 15, 2024	BUY	$37.09 - $39.82 $5,637 - $6,052	152 Added 2.62%	5,945 $235,000
Q4 2023 Feb 14, 2024	BUY	$34.66 - $39.12 $3,500 - $3,951	101 Added 1.77%	5,793 $225,000
Q3 2023 Nov 14, 2023	BUY	$35.8 - $38.54 $7,159 - $7,708	200 Added 3.64%	5,692 $206,000
Q2 2023 Aug 14, 2023	BUY	$36.15 - $39.0 $198,535 - $214,188	5,492 New	5,492 $202,000

Others Institutions Holding DTH

# of Institutions

110

Shares Held

6.44M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR

Ticker DTH
Sector ETFs
Industry ETFs

More about DTH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iht Wealth Management, LLC with notifications on news.

Account

Iht Wealth Management, LLC Wisdomtree Tr Transaction History