Collaborative Wealth Managment Inc. Wiswisdomtree Tr Transaction History

Collaborative Wealth Managment Inc.

  • $238 Million
  • Q3 2025

A detailed history of Collaborative Wealth Managment Inc. transactions in Wiswisdomtree Tr stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 52,148 shares of DNL stock, worth $2.13 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares
52,148
Previous 53,849 3.16%
Holding current value
$2.13 Million
Previous $2.17 Million 2.63%
% of portfolio
0.89%
Previous 0.98%

Shares

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

Nov 07, 2025
SELL
$38.31 - $41.06 $65,165 - $69,843
-1,701 Reduced 3.16%
52,148 $2.11 Million
Q2 2025

Aug 08, 2025
SELL
$32.16 - $40.27 $52,002 - $65,116
-1,617 Reduced 2.92%
53,849 $2.17 Million
Q1 2025

May 08, 2025
SELL
$35.56 - $38.21 $8,676 - $9,323
-244 Reduced 0.44%
55,466 $1.98 Million
Q4 2024

Feb 10, 2025
SELL
$35.98 - $39.39 $6,440 - $7,050
-179 Reduced 0.32%
55,710 $2 Million
Q3 2024

Nov 12, 2024
SELL
$36.65 - $40.81 $45,226 - $50,359
-1,234 Reduced 2.16%
55,889 $2.2 Million
Q2 2024

Aug 09, 2024
SELL
$37.04 - $39.97 $192,385 - $207,604
-5,194 Reduced 8.33%
57,123 $2.23 Million
Q1 2024

May 10, 2024
SELL
$35.41 - $39.06 $126,767 - $139,834
-3,580 Reduced 5.43%
62,317 $2.42 Million
Q4 2023

Feb 07, 2024
SELL
$31.84 - $37.1 $161,014 - $187,614
-5,057 Reduced 7.13%
65,897 $2.44 Million
Q3 2023

Nov 09, 2023
BUY
$33.17 - $36.65 $113,640 - $125,562
3,426 Added 5.07%
70,954 $2.37 Million
Q2 2023

Aug 07, 2023
BUY
$34.59 - $36.52 $279,141 - $294,716
8,070 Added 13.57%
67,528 $2.42 Million
Q1 2023

May 08, 2023
BUY
$32.54 - $35.82 $264,420 - $291,073
8,126 Added 15.83%
59,458 $2.11 Million
Q4 2022

Feb 10, 2023
BUY
$27.4 - $33.63 $315,976 - $387,821
11,532 Added 28.97%
51,332 $1.65 Million
Q3 2022

Nov 14, 2022
BUY
$27.2 - $34.05 $146,009 - $182,780
5,368 Added 15.59%
39,800 $1.09 Million
Q2 2022

Aug 15, 2022
BUY
$31.69 - $40.37 $430,635 - $548,587
13,589 Added 65.2%
34,432 $1.09 Million
Q4 2021

Feb 11, 2022
SELL
$39.96 - $43.57 $208,151 - $226,956
-5,209 Reduced 19.99%
20,843 $908,000
Q1 2021

May 12, 2022
BUY
$37.62 - $40.48 $980,076 - $1.05 Million
26,052 New
26,052 $1.04 Million

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
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