Cerro Pacific Wealth Advisors LLC Wiswisdomtree Tr Transaction History

Cerro Pacific Wealth Advisors LLC

$294 Million
Q1 2025

A detailed history of Cerro Pacific Wealth Advisors LLC transactions in Wiswisdomtree Tr stock. As of the latest transaction made, Cerro Pacific Wealth Advisors LLC holds 117,618 shares of DNL stock, worth $4.23 Million. This represents 1.44% of its overall portfolio holdings.

Number of Shares

117,618

Previous 126,878 7.3%

Holding current value

$4.23 Million

Previous $4.57 Million 7.4%

% of portfolio

1.44%

Previous 1.53%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	SELL	$35.56 - $38.21 $329,285 - $353,824	-9,260 Reduced 7.3%	117,618 $4.23 Million
Q4 2024 Jan 17, 2025	BUY	$35.98 - $39.39 $1.33 Million - $1.46 Million	36,947 Added 41.08%	126,878 $4.57 Million
Q3 2024 Oct 09, 2024	BUY	$36.65 - $40.81 $73,446 - $81,783	2,004 Added 2.28%	89,931 $3.54 Million
Q2 2024 Aug 09, 2024	BUY	$37.04 - $39.97 $1.44 Million - $1.56 Million	38,910 Added 79.38%	87,927 $3.44 Million
Q1 2023 May 10, 2023	SELL	$32.54 - $35.82 $76,469 - $84,177	-2,350 Reduced 4.57%	49,017 $1.74 Million
Q4 2022 Jan 18, 2023	BUY	$27.4 - $33.63 $18,084 - $22,195	660 Added 1.3%	51,367 $0
Q3 2022 Oct 12, 2022	BUY	$27.2 - $34.05 $1.03 Million - $1.29 Million	37,980 Added 298.42%	50,707 $1.39 Million
Q2 2022 Jul 18, 2022	BUY	$31.69 - $40.37 $403,318 - $513,788	12,727 New	12,727 $403,000

Others Institutions Holding DNL

# of Institutions

115

Shares Held

12.8M

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 Cerro Pacific Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cerro Pacific Wealth Advisors LLC with notifications on news.

Account

Cerro Pacific Wealth Advisors LLC Wiswisdomtree Tr Transaction History