Financial Strategies Group, Inc. Wiswisdomtree Tr Transaction History

Financial Strategies Group, Inc.

$436 Million
Q1 2025

A detailed history of Financial Strategies Group, Inc. transactions in Wiswisdomtree Tr stock. As of the latest transaction made, Financial Strategies Group, Inc. holds 46,879 shares of DNL stock, worth $1.81 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

46,879

Previous 49,220 4.76%

Holding current value

$1.81 Million

Previous $1.77 Million 5.54%

% of portfolio

0.38%

Previous 0.42%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 16, 2025	SELL	$35.56 - $38.21 $83,245 - $89,449	-2,341 Reduced 4.76%	46,879 $1.67 Million
Q4 2024 Jan 24, 2025	BUY	$35.98 - $39.39 $439,495 - $481,148	12,215 Added 33.01%	49,220 $1.77 Million
Q3 2024 Oct 31, 2024	SELL	$36.65 - $40.81 $37,053 - $41,258	-1,011 Reduced 2.66%	37,005 $1.46 Million
Q2 2024 Jul 17, 2024	BUY	$37.04 - $39.97 $3,518 - $3,797	95 Added 0.25%	38,016 $1.49 Million
Q1 2024 Apr 18, 2024	BUY	$35.41 - $39.06 $8,604 - $9,491	243 Added 0.64%	37,921 $1.47 Million
Q4 2023 Jan 30, 2024	SELL	$31.84 - $37.1 $136,784 - $159,381	-4,296 Reduced 10.23%	37,678 $1.39 Million
Q3 2023 Oct 18, 2023	BUY	$33.17 - $36.65 $1.39 Million - $1.54 Million	41,974 New	41,974 $1.4 Million

Others Institutions Holding DNL

# of Institutions

113

Shares Held

10.6M

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 Financial Strategies Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Strategies Group, Inc. with notifications on news.

Account

Financial Strategies Group, Inc. Wiswisdomtree Tr Transaction History