Wealth Plan Investment Management, LLC Wisdomtree Tr Transaction History

Wealth Plan Investment Management, LLC

  • $614 Million
  • Q2 2024

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 09, 2023
BUY
$35.8 - $38.54 $1.97 Million - $2.12 Million
55,099 New
55,099 $1.99 Million
Q4 2022

Feb 15, 2023
SELL
$30.01 - $36.51 $92,640 - $112,706
-3,087 Reduced 4.97%
58,993 $2.12 Million
Q3 2022

Dec 12, 2022
BUY
$30.07 - $35.52 $80,647 - $95,264
2,682 Added 4.52%
62,080 $2.24 Million
Q1 2022

Sep 07, 2022
BUY
$36.97 - $41.22 $2.2 Million - $2.45 Million
59,398 New
59,398 $2.25 Million

Others Institutions Holding DTH

# of Institutions
80
Shares Held
5.39M
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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