Steward Partners Investment Advisory, LLC Wiswisdomtree Tr Transaction History

Steward Partners Investment Advisory, LLC

  • $9.37 Billion
  • Q2 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Wiswisdomtree Tr stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 10,050 shares of DNL stock, worth $377,779. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,050
Previous 6,975 44.09%
Holding current value
$377,779
Previous $271,000 44.65%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
BUY
$37.04 - $39.97 $113,898 - $122,907
3,075 Added 44.09%
10,050 $392,000
Q1 2024

May 15, 2024
BUY
$35.41 - $39.06 $9,737 - $10,741
275 Added 4.1%
6,975 $271,000
Q4 2023

Feb 12, 2024
SELL
$31.84 - $37.1 $28,656 - $33,390
-900 Reduced 11.84%
6,700 $247,000
Q3 2023

Nov 13, 2023
BUY
$33.17 - $36.65 $26,536 - $29,320
800 Added 11.76%
7,600 $254,000
Q2 2023

Aug 14, 2023
SELL
$34.59 - $36.52 $168,626 - $178,035
-4,875 Reduced 41.76%
6,800 $243,000
Q1 2023

May 15, 2023
BUY
$32.54 - $35.82 $334,348 - $368,050
10,275 Added 733.93%
11,675 $414,000
Q2 2022

Aug 04, 2022
SELL
$31.69 - $40.37 $41,197 - $52,481
-1,300 Reduced 48.15%
1,400 $44,000
Q1 2022

May 02, 2022
BUY
$36.81 - $43.65 $47,853 - $56,745
1,300 Added 92.86%
2,700 $107,000
Q3 2021

Nov 12, 2021
BUY
$40.46 - $43.87 $16,184 - $17,548
400 Added 40.0%
1,400 $57,000
Q2 2021

Aug 13, 2021
BUY
$39.37 - $42.66 $7,873 - $8,532
200 Added 25.0%
1,000 $42,000
Q1 2021

May 14, 2021
BUY
$37.62 - $40.48 $30,095 - $32,383
800 New
800 $0

Others Institutions Holding DNL

# of Institutions
110
Shares Held
12.7M
Call Options Held
0
Put Options Held
0
View Full List

About WISWISDOMTREE TR

DNL Quotes by TradingView
  • Ticker DNL
  • Sector ETFs
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