Vertex Planning Partners, LLC Wiswisdomtree Tr Transaction History

Vertex Planning Partners, LLC

$418 Billion
Q3 2024

A detailed history of Vertex Planning Partners, LLC transactions in Wiswisdomtree Tr stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 119,202 shares of DNL stock, worth $4.31 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares

119,202

Previous 122,279 2.52%

Holding current value

$4.31 Million

Previous $4.78 Billion 1.73%

% of portfolio

1.12%

Previous 1.24%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	SELL	$36.65 - $40.81 $112,772 - $125,572	-3,077 Reduced 2.52%	119,202 $4.7 Billion
Q2 2024 Aug 13, 2024	BUY	$37.04 - $39.97 $2.15 Million - $2.32 Million	58,067 Added 90.43%	122,279 $4.78 Billion
Q1 2024 May 13, 2024	BUY	$35.41 - $39.06 $409,268 - $451,455	11,558 Added 21.95%	64,212 $2.5 Billion
Q4 2023 Feb 14, 2024	SELL	$31.84 - $37.1 $626,452 - $729,942	-19,675 Reduced 27.2%	52,654 $1.95 Billion
Q3 2023 Nov 14, 2023	SELL	$33.17 - $36.65 $428,854 - $473,847	-12,929 Reduced 15.16%	72,329 $2.42 Billion
Q2 2023 Aug 14, 2023	BUY	$34.59 - $36.52 $369,974 - $390,617	10,696 Added 14.35%	85,258 $3.05 Billion
Q1 2023 May 16, 2023	BUY	$32.54 - $35.82 $977,111 - $1.08 Million	30,028 Added 67.43%	74,562 $2.64 Billion
Q4 2022 Feb 06, 2023	BUY	$27.4 - $33.63 $1.22 Million - $1.5 Million	44,534 New	44,534 $1.44 Billion

Others Institutions Holding DNL

# of Institutions

114

Shares Held

12.3M

Call Options Held

Put Options Held

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About WISWISDOMTREE TR

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Vertex Planning Partners, LLC Wiswisdomtree Tr Transaction History