Sage View Advisory Group, LLC Wiswisdomtree Tr Transaction History
Sage View Advisory Group, LLC
- $2.64 Trillion
- Q2 2025
A detailed history of Sage View Advisory Group, LLC transactions in Wiswisdomtree Tr stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 5,985 shares of DNL stock, worth $244,846. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,985
Previous 5,985
-0.0%
Holding current value
$244,846
Previous $214 Million
11.7%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding DNL
# of Institutions
113Shares Held
9.84MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY832KShares$34 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN830KShares$33.9 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC645KShares$26.4 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC619KShares$25.3 Million0.0% of portfolio
-
Ubs Group Ag539KShares$22 Million0.0% of portfolio