Wealth Plan Partners, LLC Wisdomtree Tr Transaction History

Wealth Plan Partners, LLC

  • $745 Billion
  • Q3 2024

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
BUY
$38.08 - $41.21 $63,936 - $69,191
1,679 Added 3.21%
53,906 $2.07 Billion
Q1 2024

May 07, 2024
BUY
$37.09 - $39.82 $10,978 - $11,786
296 Added 0.57%
52,227 $2.07 Billion
Q4 2023

Jan 05, 2024
SELL
$34.66 - $39.12 $109,802 - $123,932
-3,168 Reduced 5.75%
51,931 $2.02 Billion
Q3 2023

Nov 01, 2023
SELL
$35.8 - $38.54 $87,889 - $94,615
-2,455 Reduced 4.27%
55,099 $1.99 Billion
Q2 2023

Jul 31, 2023
SELL
$36.15 - $39.0 $40,415 - $43,602
-1,118 Reduced 1.91%
57,554 $2.13 Billion
Q1 2023

May 10, 2023
SELL
$35.99 - $39.12 $11,552 - $12,557
-321 Reduced 0.54%
58,672 $2.21 Billion
Q4 2022

Feb 16, 2023
SELL
$30.01 - $36.51 $12,154 - $14,786
-405 Reduced 0.68%
58,993 $2.29 Billion
Q1 2022

May 03, 2022
SELL
$36.97 - $41.22 $11,608 - $12,943
-314 Reduced 0.53%
59,398 $2.25 Million
Q4 2021

Feb 01, 2022
SELL
$36.83 - $39.04 $3,572 - $3,786
-97 Reduced 0.16%
59,712 $2.37 Million
Q3 2021

Dec 09, 2021
BUY
$37.89 - $40.59 $114,238 - $122,378
3,015 Added 5.31%
59,809 $0
Q2 2021

Aug 19, 2021
BUY
$39.57 - $41.75 $23,069 - $24,340
583 Added 1.04%
56,794 $2.29 Million
Q1 2021

May 11, 2021
SELL
$37.05 - $39.86 $126,785 - $136,400
-3,422 Reduced 5.74%
56,211 $2.25 Million
Q4 2020

Feb 09, 2021
SELL
$31.49 - $37.76 $55,516 - $66,570
-1,763 Reduced 2.87%
59,633 $2.26 Million
Q3 2020

Dec 18, 2020
SELL
$32.41 - $35.33 $67,542 - $73,627
-2,084 Reduced 3.28%
61,396 $2.15 Million
Q2 2020

Aug 19, 2020
SELL
$28.17 - $35.69 $57,044 - $72,272
-2,025 Reduced 3.09%
63,480 $2.22 Million
Q1 2020

May 15, 2020
BUY
$25.75 - $42.34 $214,883 - $353,327
8,345 Added 14.6%
65,505 $1.95 Million
Q4 2019

Feb 14, 2020
SELL
$37.91 - $42.28 $43,217 - $48,199
-1,140 Reduced 1.96%
57,160 $2.36 Million
Q3 2019

Nov 15, 2019
BUY
$38.8 - $39.95 $59,790 - $61,562
1,541 Added 2.71%
58,300 $2.38 Million
Q2 2019

Aug 19, 2019
BUY
N/A
571 Added 1.02%
56,759 $2.14 Million
Q1 2019

May 16, 2019
BUY
N/A
2,170 Added 4.02%
56,188 $2.23 Million
Q4 2018

Feb 20, 2019
BUY
N/A
107 Added 0.2%
54,018 $2.15 Million
Q3 2018

Nov 21, 2018
BUY
N/A
3,893 Added 7.78%
53,911 $2.08 Million
Q2 2018

Aug 16, 2018
BUY
N/A
1,154 Added 2.36%
50,018 $2.07 Million
Q1 2018

May 16, 2018
BUY
N/A
48,864 New
48,864 $2.13 Million

Others Institutions Holding DTH

# of Institutions
81
Shares Held
5.47M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR

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