Captrust Financial Advisors Wiswisdomtree Tr Transaction History

Captrust Financial Advisors

$43.1 Billion
Q2 2025

A detailed history of Captrust Financial Advisors transactions in Wiswisdomtree Tr stock. As of the latest transaction made, Captrust Financial Advisors holds 206,366 shares of DNL stock, worth $8.44 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

206,366

Previous 203,822 1.25%

Holding current value

$8.44 Million

Previous $7.27 Million 14.31%

% of portfolio

0.02%

Previous 0.02%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$32.16 - $40.27 $81,815 - $102,446	2,544 Added 1.25%	206,366 $8.31 Million
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

113

Shares Held

9.87M

Call Options Held

Put Options Held

View Full List

About WISWISDOMTREE TR

Ticker DNL
Sector ETFs
Industry ETFs

More about DNL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Captrust Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Captrust Financial Advisors with notifications on news.

Account

Captrust Financial Advisors Wiswisdomtree Tr Transaction History