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 10,200 shares of DNL stock, worth $374,748. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,200
Previous 10,050 1.49%
Holding current value
$374,748
Previous $392,000 2.3%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$36.65 - $40.81 $5,497 - $6,121
150 Added 1.49%
10,200 $401,000
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

About WISWISDOMTREE TR


  • Ticker DNL
  • Sector ETFs
  • Industry ETFs
More about DNL
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