Cerro Pacific Wealth Advisors LLC Wiswisdomtree Tr Transaction History

Cerro Pacific Wealth Advisors LLC

  • $359 Million
  • Q3 2025

A detailed history of Cerro Pacific Wealth Advisors LLC transactions in Wiswisdomtree Tr stock. As of the latest transaction made, Cerro Pacific Wealth Advisors LLC holds 204,989 shares of DNL stock, worth $8.37 Million. This represents 2.31% of its overall portfolio holdings.

Number of Shares
204,989
Previous 185,907 10.26%
Holding current value
$8.37 Million
Previous $7.49 Million 10.87%
% of portfolio
2.31%
Previous 2.11%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025
BUY
$38.31 - $41.06 $731,031 - $783,506
19,082 Added 10.26%
204,989 $8.3 Million
Q2 2025

Jul 25, 2025
BUY
$32.16 - $40.27 $2.2 Million - $2.75 Million
68,289 Added 58.06%
185,907 $7.49 Million
Q1 2025

Apr 08, 2025
SELL
$35.56 - $38.21 $329,285 - $353,824
-9,260 Reduced 7.3%
117,618 $4.23 Million
Q4 2024

Jan 17, 2025
BUY
$35.98 - $39.39 $1.33 Million - $1.46 Million
36,947 Added 41.08%
126,878 $4.57 Million
Q3 2024

Oct 09, 2024
BUY
$36.65 - $40.81 $73,446 - $81,783
2,004 Added 2.28%
89,931 $3.54 Million
Q2 2024

Aug 09, 2024
BUY
$37.04 - $39.97 $1.44 Million - $1.56 Million
38,910 Added 79.38%
87,927 $3.44 Million
Q1 2023

May 10, 2023
SELL
$32.54 - $35.82 $76,469 - $84,177
-2,350 Reduced 4.57%
49,017 $1.74 Million
Q4 2022

Jan 18, 2023
BUY
$27.4 - $33.63 $18,084 - $22,195
660 Added 1.3%
51,367 $0
Q3 2022

Oct 12, 2022
BUY
$27.2 - $34.05 $1.03 Million - $1.29 Million
37,980 Added 298.42%
50,707 $1.39 Million
Q2 2022

Jul 18, 2022
BUY
$31.69 - $40.37 $403,318 - $513,788
12,727 New
12,727 $403,000

Others Institutions Holding DNL

# of Institutions
109
Shares Held
9.63M
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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