Cherrydale Wealth Management, LLC Wiswisdomtree Tr Transaction History

Cherrydale Wealth Management, LLC

  • $256 Million
  • Q4 2024

A detailed history of Cherrydale Wealth Management, LLC transactions in Wiswisdomtree Tr stock. As of the latest transaction made, Cherrydale Wealth Management, LLC holds 10,133 shares of DNL stock, worth $368,233. This represents 0.14% of its overall portfolio holdings.

Number of Shares
10,133
Previous 10,095 0.38%
Holding current value
$368,233
Previous $397,000 8.31%
% of portfolio
0.14%
Previous 0.16%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$35.98 - $39.39 $1,367 - $1,496
38 Added 0.38%
10,133 $364,000
Q3 2024

Oct 11, 2024
BUY
$36.65 - $40.81 $1,429 - $1,591
39 Added 0.39%
10,095 $397,000
Q2 2024

Jul 11, 2024
BUY
$37.04 - $39.97 $2,703 - $2,917
73 Added 0.73%
10,056 $392,000
Q1 2024

Apr 12, 2024
BUY
$35.41 - $39.06 $1,487 - $1,640
42 Added 0.42%
9,983 $388,000
Q4 2023

Jan 08, 2024
BUY
$31.84 - $37.1 $891 - $1,038
28 Added 0.28%
9,941 $367,000
Q3 2023

Oct 10, 2023
BUY
$33.17 - $36.65 $1,127 - $1,246
34 Added 0.34%
9,913 $331,000
Q2 2023

Jul 17, 2023
BUY
$34.59 - $36.52 $2,801 - $2,958
81 Added 0.83%
9,879 $353,000
Q1 2023

Apr 14, 2023
BUY
$32.54 - $35.82 $1,431 - $1,576
44 Added 0.45%
9,798 $347,000
Q4 2022

Jan 18, 2023
BUY
$27.4 - $33.63 $1,041 - $1,277
38 Added 0.39%
9,754 $0
Q3 2022

Oct 24, 2022
BUY
$27.2 - $34.05 $3,780 - $4,732
139 Added 1.45%
9,716 $267,000
Q2 2022

Jul 07, 2022
SELL
$31.69 - $40.37 $173,597 - $221,146
-5,478 Reduced 36.39%
9,577 $303,000
Q1 2022

Apr 26, 2022
SELL
$36.81 - $43.65 $4,564 - $5,412
-124 Reduced 0.82%
15,055 $598,000
Q4 2021

Feb 01, 2022
BUY
$39.96 - $43.57 $606,552 - $661,349
15,179 New
15,179 $661,000

Others Institutions Holding DNL

# of Institutions
115
Shares Held
12.8M
Call Options Held
0
Put Options Held
0
View Full List

About WISWISDOMTREE TR

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

Track Cherrydale Wealth Management, LLC Portfolio

Follow Cherrydale Wealth 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 Cherrydale Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cherrydale Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email