Cerro Pacific Wealth Advisors LLC Wiswisdomtree Tr Transaction History

Cerro Pacific Wealth Advisors LLC

$355 Million
Q2 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 185,907 shares of DNL stock, worth $7.29 Million. This represents 2.11% of its overall portfolio holdings.

Number of Shares

185,907

Previous 117,618 58.06%

Holding current value

$7.29 Million

Previous $4.23 Million 77.1%

% of portfolio

2.11%

Previous 1.44%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$32.16 - $40.27 $2.2 Million - $2.75 Million	68,289 Added 58.06%	185,907 $7.49 Million
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

110

Shares Held

9.92M

Call Options Held

Put Options Held

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About WISWISDOMTREE TR

Ticker DNL
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Cerro Pacific Wealth Advisors LLC Wiswisdomtree Tr Transaction History