Avantax Advisory Services, Inc. Wiswisdomtree Tr Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Wiswisdomtree Tr stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 17,940 shares of DNL stock, worth $732,131. This represents 0.0% of its overall portfolio holdings.

Number of Shares

17,940

Previous 17,920 0.11%

Holding current value

$732,131

Previous $639,000 12.99%

% of portfolio

0.0%

Previous 0.0%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$32.16 - $40.27 $643 - $805	20 Added 0.11%	17,940 $722,000
Q1 2025 May 06, 2025	BUY	$35.56 - $38.21 $391 - $420	11 Added 0.06%	17,920 $639,000
Q4 2024 Feb 07, 2025	BUY	$35.98 - $39.39 $251 - $275	7 Added 0.04%	17,909 $644,000
Q3 2024 Nov 13, 2024	SELL	$36.65 - $40.81 $14,183 - $15,793	-387 Reduced 2.12%	17,902 $705,000
Q2 2024 Aug 09, 2024	BUY	$37.04 - $39.97 $15,816 - $17,067	427 Added 2.39%	18,289 $714,000

Q1 2024 May 08, 2024	SELL	$35.41 - $39.06 $187,000 - $206,275	-5,281 Reduced 22.82%	17,862 $694,000
Q4 2023 Feb 07, 2024	SELL	$31.84 - $37.1 $3,852 - $4,489	-121 Reduced 0.52%	23,143 $856,000
Q3 2023 Nov 07, 2023	SELL	$33.17 - $36.65 $27,962 - $30,895	-843 Reduced 3.5%	23,264 $778,000
Q2 2023 Aug 11, 2023	SELL	$34.59 - $36.52 $19,647 - $20,743	-568 Reduced 2.3%	24,107 $863,000
Q1 2023 Apr 28, 2023	SELL	$32.54 - $35.82 $57,010 - $62,756	-1,752 Reduced 6.63%	24,675 $875,000
Q4 2022 Feb 13, 2023	BUY	$27.4 - $33.63 $124,231 - $152,478	4,534 Added 20.71%	26,427 $851,000
Q3 2022 Nov 01, 2022	BUY	$27.2 - $34.05 $193,011 - $241,618	7,096 Added 47.96%	21,893 $602,000
Q2 2022 Aug 02, 2022	BUY	$31.69 - $40.37 $219,801 - $280,006	6,936 Added 88.23%	14,797 $469,000
Q1 2022 Apr 27, 2022	SELL	$36.81 - $43.65 $4,564 - $5,412	-124 Reduced 1.55%	7,861 $313,000
Q4 2021 Jan 24, 2022	SELL	$39.96 - $43.57 $28,611 - $31,196	-716 Reduced 8.23%	7,985 $348,000
Q3 2021 Oct 21, 2021	BUY	$40.46 - $43.87 $202 - $219	5 Added 0.06%	8,701 $351,000
Q2 2021 Jul 29, 2021	BUY	$39.37 - $42.66 $342,361 - $370,971	8,696 New	8,696 $363,000

Others Institutions Holding DNL

# of Institutions

109

Shares Held

9.63M

Call Options Held

Put Options Held

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About WISWISDOMTREE TR

Ticker DNL
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Avantax Advisory Services, Inc. Wiswisdomtree Tr Transaction History