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

H&H Retirement Design & Management Inc

  • $159 Million
  • Q4 2024

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 67,848 shares of DLN stock, worth $5.07 Million. This represents 3.32% of its overall portfolio holdings.

Number of Shares
67,848
Previous 68,700 1.24%
Holding current value
$5.07 Million
Previous $5.4 Million 2.22%
% of portfolio
3.32%
Previous 3.2%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
448
Shares Held
40.6M
Call Options Held
3.1K
Put Options Held
0
View Full List

About WISDOMTREE TR U.S LARGECAP DIV

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

Track H&H Retirement Design & Management Inc Portfolio

Follow H&H Retirement Design & Management Inc 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 H&H Retirement Design & Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on H&H Retirement Design & Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email