Captrust Financial Advisors Wisdomtree Tr Transaction History

Captrust Financial Advisors

$46.7 Billion
Q3 2025

A detailed history of Captrust Financial Advisors transactions in Wisdomtree Tr stock. As of the latest transaction made, Captrust Financial Advisors holds 10,990 shares of DTH stock, worth $549,829. This represents 0.0% of its overall portfolio holdings.

Number of Shares

10,990

Previous 10,909 0.74%

Holding current value

$549,829

Previous $505,000 6.93%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 19, 2025	BUY	$46.13 - $49.9 $3,736 - $4,041	81 Added 0.74%	10,990 $540,000
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

6.71M

Call Options Held

Put Options Held

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About WISDOMTREE TR

Ticker DTH
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Captrust Financial Advisors Wisdomtree Tr Transaction History