WWP
DJT icon

WR Wealth Planners’s Trump Media & Technology Group DJT Stock Holding History

WR Wealth Planners’s Portfolio DJT Stock Details DJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$648 Hold
19
– – ﹤0.01% 966
2024
Q3 		$305 Hold
19
– – ﹤0.01% 1089
2024
Q2 		$622 Sell
19
-99
-84% -$4.16K ﹤0.01% 1001
2024
Q1 		$7.31K Buy
+118
New +$4.58K ﹤0.01% 654
2023
Q4 		– Sell
-186
Closed -$3.05K – 890
2023
Q3 		$3.05K Hold
186
– – ﹤0.01% 729
2023
Q2 		$2.34K Hold
186
– – ﹤0.01% 757
2023
Q1 		$2.61K Hold
186
– – ﹤0.01% 750
2022
Q4 		$2.79K Hold
186
– – ﹤0.01% 372
2022
Q3 		$3.13K Hold
186
– – ﹤0.01% 357
2022
Q2 		$4.49K Hold
186
– – ﹤0.01% 349
2022
Q1 		$12K Buy
+186
New +$14K 0.01% 276

Other funds holding DJT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MAM
Melqart Asset Management London, United Kingdom $1.01B AUM 84.85% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WR Wealth Planners's DJT Position: Q4 2024 in Review

WR Wealth Planners held its Trump Media & Technology Group (DJT) position steady in Q4 2024 at 19 shares worth $648. The position accounts for ﹤0.01% of the portfolio, ranked #966.

WR Wealth Planners first reported a position in DJT in Q1 2022 and has held it in 11 quarters since. The position peaked at $12K in Q1 2022. 323 funds tracked by Wall St. Rank hold DJT as of Q4 2024.

  • WR Wealth Planners held 19 shares of Trump Media & Technology Group worth $648 as of Q4 2024.
  • WR Wealth Planners left its Trump Media & Technology Group share count unchanged in Q4 2024.
  • Trump Media & Technology Group made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #966 holding.
  • WR Wealth Planners first reported a position in Trump Media & Technology Group in Q1 2022 and has held it in 11 quarters since.
  • WR Wealth Planners's Trump Media & Technology Group position peaked at $12K in Q1 2022.
  • 323 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.