Vertex Planning Partners, LLC Wisdomtree Tr Transaction History

Vertex Planning Partners, LLC

$479 Billion
Q2 2025

A detailed history of Vertex Planning Partners, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 10,469 shares of DTH stock, worth $504,082. This represents 0.1% of its overall portfolio holdings.

Number of Shares

10,469

Previous 14,052 25.5%

Holding current value

$504,082

Previous $597 Million 18.7%

% of portfolio

0.1%

Previous 0.13%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$37.84 - $46.83 $135,580 - $167,791	-3,583 Reduced 25.5%	10,469 $485 Million
Q1 2025 May 14, 2025	SELL	$37.33 - $43.33 $315,587 - $366,311	-8,454 Reduced 37.56%	14,052 $597 Million
Q4 2024 Feb 12, 2025	SELL	$37.38 - $41.11 $11.5 Million - $12.6 Million	-307,140 Reduced 93.17%	22,506 $850 Million
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

109

Shares Held

6.28M

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