Captrust Financial Advisors Wisdomtree Tr Transaction History

Captrust Financial Advisors

  • $43.1 Billion
  • Q2 2025

A detailed history of Captrust Financial Advisors transactions in Wisdomtree Tr stock. As of the latest transaction made, Captrust Financial Advisors holds 10,909 shares of DTH stock, worth $530,504. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,909
Previous 6,854 59.16%
Holding current value
$530,504
Previous $291,000 73.54%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2025
BUY
$37.84 - $46.83 $153,441 - $189,895
4,055 Added 59.16%
10,909 $505,000
Q1 2025

May 14, 2025
BUY
$37.33 - $43.33 $255,859 - $296,983
6,854 New
6,854 $291,000
Q2 2022

Aug 16, 2022
BUY
$34.57 - $40.19 $760 - $884
22 Added 2.97%
762 $26,000
Q1 2022

May 16, 2022
BUY
$36.97 - $41.22 $221 - $247
6 Added 0.82%
740 $29,000
Q4 2021

Feb 14, 2022
BUY
$36.83 - $39.04 $27,033 - $28,655
734 New
734 $28,000
Q3 2020

Nov 17, 2020
SELL
$32.41 - $35.33 $8,556 - $9,327
-264 Closed
0 $0
Q2 2020

Aug 14, 2020
BUY
$28.17 - $35.69 $7,436 - $9,422
264 New
264 $9,000
Q4 2019

Feb 14, 2020
SELL
$37.91 - $42.28 $8,719 - $9,724
-230 Closed
0 $0
Q1 2019

May 15, 2019
BUY
N/A
230 New
230 $9,000

Others Institutions Holding DTH

# of Institutions
114
Shares Held
6.6M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR

DTH Quotes by TradingView
  • Ticker DTH
  • Sector ETFs
  • Industry ETFs
More about DTH
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