H&H Retirement Design & Management INC DLN Holdings History
H&H Retirement Design & Management INC's WisdomTree U.S. LargeCap Dividend Fund Holding Summary
As of 2025-03-31, H&H Retirement Design & Management INC held 67,409.00 shares of WisdomTree U.S. LargeCap Dividend Fund(DLN), totaling $4.94 Mil. This investment constitutes 3.29% of their stock portfolio, and H&H Retirement Design & Management INC now holds 0.11% of the outstanding WisdomTree U.S. LargeCap Dividend Fund(DLN) stock.
The initial trade took place in 2023Q1. And since then H&H Retirement Design & Management INC has made 4 purchases of DLN, at an average price of $62.37, for a total of 77,586.00 shares. In addition, there have been 5 sales at an average price of $69.37 for 10,177.00 shares. Based on historical transaction data and DLN's current price of $82.88, H&H Retirement Design & Management INC's estimated gain on his DLN holdings is $1.45 Mil, reflecting a 30.04% gain to date.
H&H Retirement Design & Management INC DLN ($82.88) Holding Chart
H&H Retirement Design & Management INC DLN ($82.88) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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