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

H&H Retirement Design & Management Inc

$169 Million
Q3 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 68,700 shares of DLN stock, worth $5.55 Million. This represents 3.2% of its overall portfolio holdings.

Number of Shares

68,700

Previous 66,105 3.93%

Holding current value

$5.55 Million

Previous $4.81 Million 12.23%

% of portfolio

3.2%

Previous 3.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

433

Shares Held

38.1M

Call Options Held

3.1K

Put Options Held

View Full List

About WISDOMTREE TR U.S LARGECAP DIV

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