Wealth Plan Partners, LLC Wisdomtree Tr Transaction History

Wealth Plan Partners, LLC

$931 Billion
Q2 2024

A detailed history of Wealth Plan Partners, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 53,906 shares of DTH stock, worth $2.12 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

53,906

Previous 52,227 3.21%

Holding current value

$2.12 Million

Previous $2.07 Billion 0.06%

% of portfolio

0.22%

Previous 0.21%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Shares Held

5.39M

Call Options Held

Put Options Held

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About WISDOMTREE TR

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Wealth Plan Partners, LLC Wisdomtree Tr Transaction History