Wealth Plan Investment Management, LLC Wisdomtree Tr Transaction History

Wealth Plan Investment Management, LLC

$944 Million
Q1 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 44,225 shares of DTH stock, worth $2.02 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

44,225

Previous 51,905 14.8%

Holding current value

$2.02 Million

Previous $1.96 Million 4.23%

% of portfolio

0.2%

Previous 0.21%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$37.33 - $43.33 $286,694 - $332,774	-7,680 Reduced 14.8%	44,225 $1.88 Million
Q4 2024 Jan 30, 2025	SELL	$37.38 - $41.11 $28,147 - $30,955	-753 Reduced 1.43%	51,905 $1.96 Million
Q3 2024 Nov 05, 2024	BUY	$37.62 - $41.83 $1.98 Million - $2.2 Million	52,658 New	52,658 $2.18 Million
Q3 2023 Nov 09, 2023	BUY	$35.8 - $38.54 $1.97 Million - $2.12 Million	55,099 New	55,099 $1.99 Million
Q4 2022 Feb 15, 2023	SELL	$30.01 - $36.51 $92,640 - $112,706	-3,087 Reduced 4.97%	58,993 $2.12 Million
Q3 2022 Dec 12, 2022	BUY	$30.07 - $35.52 $80,647 - $95,264	2,682 Added 4.52%	62,080 $2.24 Million
Q1 2022 Sep 07, 2022	BUY	$36.97 - $41.22 $2.2 Million - $2.45 Million	59,398 New	59,398 $2.25 Million

Others Institutions Holding DTH

# of Institutions

Shares Held

5.77M

Call Options Held

Put Options Held

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About WISDOMTREE TR

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Wealth Plan Investment Management, LLC Wisdomtree Tr Transaction History