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 $12.7 Million. This represents 3.27% of its overall portfolio holdings.

Number of Shares

329,646

Previous 325,762 1.19%

Holding current value

$12.7 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

5.45M

Call Options Held

Put Options Held

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About WISDOMTREE TR

Ticker DTH
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Vertex Planning Partners, LLC Wisdomtree Tr Transaction History