Wealth Plan Investment Management, LLC Wiswisdomtree Tr Transaction History

Wealth Plan Investment Management, LLC

$1.38 Billion
Q3 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Wiswisdomtree Tr stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 36,929 shares of DNL stock, worth $1.51 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

36,929

Previous 37,159 0.62%

Holding current value

$1.51 Million

Previous $1.5 Million 0.07%

% of portfolio

0.11%

Previous 0.12%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$38.31 - $41.06 $8,811 - $9,443	-230 Reduced 0.62%	36,929 $1.5 Million
Q2 2025 Jul 28, 2025	BUY	$32.16 - $40.27 $388,042 - $485,897	12,066 Added 48.09%	37,159 $1.5 Million
Q1 2025 May 09, 2025	BUY	$35.56 - $38.21 $40,467 - $43,482	1,138 Added 4.75%	25,093 $895,000
Q4 2024 Jan 30, 2025	BUY	$35.98 - $39.39 $46,306 - $50,694	1,287 Added 5.68%	23,955 $861,000
Q3 2024 Nov 05, 2024	BUY	$36.65 - $40.81 $11,764 - $13,100	321 Added 1.44%	22,668 $893,000

Q2 2024 Aug 09, 2024	BUY	$37.04 - $39.97 $34,150 - $36,852	922 Added 4.3%	22,347 $873,000
Q1 2024 May 16, 2024	SELL	$35.41 - $39.06 $17,527 - $19,334	-495 Reduced 2.26%	21,425 $833,000
Q4 2023 Jan 05, 2024	BUY	$31.84 - $37.1 $38,621 - $45,002	1,213 Added 5.86%	21,920 $810,000
Q3 2023 Nov 15, 2023	BUY	$33.17 - $36.65 $686,851 - $758,911	20,707 New	20,707 $692,000
Q2 2023 Aug 14, 2023	BUY	$34.59 - $36.52 $217,467 - $229,601	6,287 Added 285.12%	8,492 $304,000
Q2 2023 Jul 25, 2023	SELL	$34.59 - $36.52 $576,338 - $608,496	-16,662 Reduced 88.31%	2,205 $78,000
Q1 2023 May 08, 2023	SELL	$32.54 - $35.82 $97,457 - $107,280	-2,995 Reduced 13.7%	18,867 $669,000
Q4 2022 Feb 15, 2023	BUY	$27.4 - $33.63 $49,648 - $60,937	1,812 Added 9.04%	21,862 $704,000
Q3 2022 Dec 12, 2022	BUY	$27.2 - $34.05 $91,691 - $114,782	3,371 Added 20.21%	20,050 $660,000
Q1 2022 Sep 07, 2022	BUY	$36.81 - $43.65 $613,953 - $728,038	16,679 New	16,679 $598,000

Others Institutions Holding DNL

# of Institutions

109

Shares Held

9.63M

Call Options Held

Put Options Held

View Full List

About WISWISDOMTREE TR

Ticker DNL
Sector ETFs
Industry ETFs

More about DNL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Investment Management, LLC with notifications on news.

Account

Wealth Plan Investment Management, LLC Wiswisdomtree Tr Transaction History