Valmark Advisers, Inc. Wisdomtree Tr Transaction History

Valmark Advisers, Inc.

  • $6.38 Billion
  • Q4 2024

A detailed history of Valmark Advisers, Inc. transactions in Wisdomtree Tr stock. As of the latest transaction made, Valmark Advisers, Inc. holds 6,233 shares of DTH stock, worth $252,561. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,233
Previous 5,776 7.91%
Holding current value
$252,561
Previous $239,000 1.67%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 30, 2025
BUY
$37.38 - $41.11 $17,082 - $18,787
457 Added 7.91%
6,233 $235,000
Q3 2024

Oct 25, 2024
BUY
$37.62 - $41.83 $17,982 - $19,994
478 Added 9.02%
5,776 $239,000
Q2 2024

Jul 31, 2024
BUY
$38.08 - $41.21 $201,747 - $218,330
5,298 New
5,298 $203,000
Q1 2023

May 01, 2023
BUY
$35.99 - $39.12 $192,258 - $208,979
5,342 New
5,342 $201,000
Q2 2022

Aug 01, 2022
SELL
$34.57 - $40.19 $174,993 - $203,441
-5,062 Closed
0 $0
Q1 2022

May 10, 2022
BUY
$36.97 - $41.22 $187,142 - $208,655
5,062 New
5,062 $201,000
Q1 2018

May 07, 2018
SELL
N/A
-6,723 Closed
0 $0
Q3 2017

Nov 06, 2017
BUY
N/A
6,723
6,723 $294,000

Others Institutions Holding DTH

# of Institutions
86
Shares Held
5.55M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR

DTH Quotes by TradingView
  • Ticker DTH
  • Sector ETFs
  • Industry ETFs
More about DTH
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