Captrust Financial Advisors Wiswisdomtree Tr Transaction History

Captrust Financial Advisors

$38.8 Billion
Q1 2025

A detailed history of Captrust Financial Advisors transactions in Wiswisdomtree Tr stock. As of the latest transaction made, Captrust Financial Advisors holds 203,822 shares of DNL stock, worth $8 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

203,822

Previous 206,105 1.11%

Holding current value

$8 Million

Previous $7.42 Million 1.96%

% of portfolio

0.02%

Previous 0.02%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$35.56 - $38.21 $81,183 - $87,233	-2,283 Reduced 1.11%	203,822 $7.27 Million
Q4 2024 Feb 14, 2025	BUY	$35.98 - $39.39 $752,881 - $824,235	20,925 Added 11.3%	206,105 $7.42 Million
Q3 2024 Nov 14, 2024	BUY	$36.65 - $40.81 $10,518 - $11,712	287 Added 0.16%	185,180 $7.3 Million
Q2 2024 Aug 14, 2024	BUY	$37.04 - $39.97 $317,025 - $342,103	8,559 Added 4.85%	184,893 $7.23 Million
Q1 2024 May 15, 2024	SELL	$35.41 - $39.06 $6,515 - $7,187	-184 Reduced 0.1%	176,334 $6.86 Million
Q4 2023 Feb 14, 2024	SELL	$31.84 - $37.1 $85,649 - $99,799	-2,690 Reduced 1.5%	176,518 $6.53 Million
Q3 2023 Nov 14, 2023	BUY	$33.17 - $36.65 $86,507 - $95,583	2,608 Added 1.48%	179,208 $5.99 Million
Q2 2023 Aug 14, 2023	BUY	$34.59 - $36.52 $6.11 Million - $6.45 Million	176,600 New	176,600 $6.33 Million
Q2 2022 Aug 23, 2022	SELL	$31.69 - $40.37 $77,355 - $98,543	-2,441 Reduced 79.98%	611 $19,000
Q2 2022 Aug 16, 2022	BUY	$31.69 - $40.37 $77,767 - $99,067	2,454 Added 410.37%	3,052 $97,000
Q1 2022 May 16, 2022	BUY	$36.81 - $43.65 $184 - $218	5 Added 0.84%	598 $24,000
Q3 2021 Nov 16, 2021	BUY	$40.46 - $43.87 $16,669 - $18,074	412 Added 227.62%	593 $24,000
Q2 2021 Aug 16, 2021	BUY	$39.37 - $42.66 $4,055 - $4,393	103 Added 132.05%	181 $8,000
Q1 2021 May 17, 2021	BUY	$37.62 - $40.48 $1,467 - $1,578	39 Added 100.0%	78 $6,000
Q4 2020 Feb 16, 2021	BUY	$32.44 - $38.32 $1,265 - $1,494	39 New	39 $3,000
Q3 2018 Nov 15, 2018	SELL	N/A	-500 Closed	0 $0
Q2 2018 Aug 13, 2018	BUY	N/A	500 New	500 $29,000

Others Institutions Holding DNL

# of Institutions

111

Shares Held

10.5M

Call Options Held

Put Options Held

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About WISWISDOMTREE TR

Ticker DNL
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Captrust Financial Advisors Wiswisdomtree Tr Transaction History