Avantax Advisory Services, Inc. Wiswisdomtree Tr Transaction History

Avantax Advisory Services, Inc.

  • $17.6 Billion
  • Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Wiswisdomtree Tr stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 17,940 shares of DNL stock, worth $712,756. This represents 0.0% of its overall portfolio holdings.

Number of Shares
17,940
Previous 17,920 0.11%
Holding current value
$712,756
Previous $639,000 12.99%
% of portfolio
0.0%
Previous 0.0%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
$32.16 - $40.27 $643 - $805
20 Added 0.11%
17,940 $722,000
Q1 2025

May 06, 2025
BUY
$35.56 - $38.21 $391 - $420
11 Added 0.06%
17,920 $639,000
Q4 2024

Feb 07, 2025
BUY
$35.98 - $39.39 $251 - $275
7 Added 0.04%
17,909 $644,000
Q3 2024

Nov 13, 2024
SELL
$36.65 - $40.81 $14,183 - $15,793
-387 Reduced 2.12%
17,902 $705,000
Q2 2024

Aug 09, 2024
BUY
$37.04 - $39.97 $15,816 - $17,067
427 Added 2.39%
18,289 $714,000
Q1 2024

May 08, 2024
SELL
$35.41 - $39.06 $187,000 - $206,275
-5,281 Reduced 22.82%
17,862 $694,000
Q4 2023

Feb 07, 2024
SELL
$31.84 - $37.1 $3,852 - $4,489
-121 Reduced 0.52%
23,143 $856,000
Q3 2023

Nov 07, 2023
SELL
$33.17 - $36.65 $27,962 - $30,895
-843 Reduced 3.5%
23,264 $778,000
Q2 2023

Aug 11, 2023
SELL
$34.59 - $36.52 $19,647 - $20,743
-568 Reduced 2.3%
24,107 $863,000
Q1 2023

Apr 28, 2023
SELL
$32.54 - $35.82 $57,010 - $62,756
-1,752 Reduced 6.63%
24,675 $875,000
Q4 2022

Feb 13, 2023
BUY
$27.4 - $33.63 $124,231 - $152,478
4,534 Added 20.71%
26,427 $851,000
Q3 2022

Nov 01, 2022
BUY
$27.2 - $34.05 $193,011 - $241,618
7,096 Added 47.96%
21,893 $602,000
Q2 2022

Aug 02, 2022
BUY
$31.69 - $40.37 $219,801 - $280,006
6,936 Added 88.23%
14,797 $469,000
Q1 2022

Apr 27, 2022
SELL
$36.81 - $43.65 $4,564 - $5,412
-124 Reduced 1.55%
7,861 $313,000
Q4 2021

Jan 24, 2022
SELL
$39.96 - $43.57 $28,611 - $31,196
-716 Reduced 8.23%
7,985 $348,000
Q3 2021

Oct 21, 2021
BUY
$40.46 - $43.87 $202 - $219
5 Added 0.06%
8,701 $351,000
Q2 2021

Jul 29, 2021
BUY
$39.37 - $42.66 $342,361 - $370,971
8,696 New
8,696 $363,000

Others Institutions Holding DNL

# of Institutions
113
Shares Held
9.94M
Call Options Held
0
Put Options Held
0
View Full List

About WISWISDOMTREE TR

DNL Quotes by TradingView
  • Ticker DNL
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