H&H Retirement Design & Management Inc Wisdomtree Tr U.S Largecap Div Transaction History

H&H Retirement Design & Management Inc

  • $159 Million
  • Q1 2025

A detailed history of H&H Retirement Design & Management Inc transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, H&H Retirement Design & Management Inc holds 67,409 shares of DLN stock, worth $5.05 Million. This represents 3.37% of its overall portfolio holdings.

Number of Shares
67,409
Previous 67,848 0.65%
Holding current value
$5.05 Million
Previous $5.28 Million 1.38%
% of portfolio
3.37%
Previous 3.32%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
SELL
$76.77 - $82.22 $33,702 - $36,094
-439 Reduced 0.65%
67,409 $5.35 Million
Q4 2024

Feb 24, 2025
SELL
$77.23 - $82.11 $65,799 - $69,957
-852 Reduced 1.24%
67,848 $5.28 Million
Q3 2024

Oct 16, 2024
BUY
$71.86 - $78.56 $186,476 - $203,863
2,595 Added 3.93%
68,700 $5.4 Million
Q2 2024

Jul 23, 2024
BUY
$68.68 - $73.31 $64,490 - $68,838
939 Added 1.44%
66,105 $4.81 Million
Q1 2024

Apr 23, 2024
SELL
$65.84 - $72.19 $508,087 - $557,090
-7,717 Reduced 10.59%
65,166 $4.7 Million
Q4 2023

Feb 09, 2024
BUY
$58.89 - $66.53 $9,599 - $10,844
163 Added 0.22%
72,883 $4.84 Million
Q3 2023

Oct 16, 2023
SELL
$61.47 - $65.66 $27,354 - $29,218
-445 Reduced 0.61%
72,720 $4.47 Million
Q2 2023

Jul 14, 2023
SELL
$60.35 - $63.6 $43,693 - $46,046
-724 Reduced 0.98%
73,165 $4.65 Million
Q1 2023

Apr 14, 2023
BUY
$59.37 - $64.16 $4.39 Million - $4.74 Million
73,889 New
73,889 $4.57 Million

Others Institutions Holding DLN

# of Institutions
449
Shares Held
40.8M
Call Options Held
3.1K
Put Options Held
0
View Full List

About WISDOMTREE TR U.S LARGECAP DIV

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