Wealth Plan Investment Management, LLC Wisdomtree Tr Transaction History

Wealth Plan Investment Management, LLC

  • $944 Million
  • Q4 2024

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 51,905 shares of DTH stock, worth $2.02 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
51,905
Previous 52,658 1.43%
Holding current value
$2.02 Million
Previous $2.18 Million 10.17%
% of portfolio
0.21%
Previous 0.24%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
83
Shares Held
5.56M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR

DTH Quotes by TradingView
  • Ticker DTH
  • Sector ETFs
  • Industry ETFs
More about DTH
Track This Portfolio

Track Wealth Plan Investment Management, LLC Portfolio

Follow Wealth Plan Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email