Vertex Planning Partners, LLC Wisdomtree Tr Transaction History

Vertex Planning Partners, LLC

$418 Billion
Q3 2024

A detailed history of Vertex Planning Partners, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 329,646 shares of DTH stock, worth $12.4 Million. This represents 3.27% of its overall portfolio holdings.

Number of Shares

329,646

Previous 325,762 1.19%

Holding current value

$12.4 Million

Previous $12.5 Billion 9.28%

% of portfolio

3.27%

Previous 3.24%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	BUY	$37.62 - $41.83 $146,116 - $162,467	3,884 Added 1.19%	329,646 $13.7 Billion
Q2 2024 Aug 13, 2024	SELL	$38.08 - $41.21 $748,843 - $810,394	-19,665 Reduced 5.69%	325,762 $12.5 Billion
Q1 2024 May 13, 2024	BUY	$37.09 - $39.82 $186,117 - $199,816	5,018 Added 1.47%	345,427 $13.7 Billion
Q4 2023 Feb 14, 2024	SELL	$34.66 - $39.12 $9.39 Million - $10.6 Million	-270,832 Reduced 44.31%	340,409 $13.2 Billion
Q3 2023 Nov 14, 2023	BUY	$35.8 - $38.54 $339,419 - $365,397	9,481 Added 1.58%	611,241 $22.1 Billion
Q2 2023 Aug 14, 2023	BUY	$36.15 - $39.0 $7.71 Million - $8.32 Million	213,329 Added 54.92%	601,760 $22.2 Billion
Q1 2023 May 16, 2023	BUY	$35.99 - $39.12 $659,696 - $717,069	18,330 Added 4.95%	388,431 $14.6 Billion
Q4 2022 Feb 06, 2023	BUY	$30.01 - $36.51 $11.1 Million - $13.5 Million	370,101 New	370,101 $13.3 Billion

Others Institutions Holding DTH

# of Institutions

Shares Held

5.47M

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 Vertex Planning Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vertex Planning Partners, LLC with notifications on news.

Account

Vertex Planning Partners, LLC Wisdomtree Tr Transaction History