Drive Wealth Management, LLC Wiswisdomtree Tr Transaction History

Drive Wealth Management, LLC

$436 Million
Q3 2025

A detailed history of Drive Wealth Management, LLC transactions in Wiswisdomtree Tr stock. As of the latest transaction made, Drive Wealth Management, LLC holds 15,621 shares of DNL stock, worth $637,493. This represents 0.14% of its overall portfolio holdings.

Number of Shares

15,621

Previous 14,473 7.93%

Holding current value

$637,493

Previous $582,000 8.59%

% of portfolio

0.14%

Previous 0.13%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	BUY	$38.31 - $41.06 $43,979 - $47,136	1,148 Added 7.93%	15,621 $632,000
Q2 2025 Jul 29, 2025	BUY	$32.16 - $40.27 $30,005 - $37,571	933 Added 6.89%	14,473 $582,000
Q1 2025 May 06, 2025	SELL	$35.56 - $38.21 $27,772 - $29,842	-781 Reduced 5.45%	13,540 $482,000
Q4 2024 Jan 21, 2025	BUY	$35.98 - $39.39 $7,375 - $8,074	205 Added 1.45%	14,321 $515,000
Q3 2024 Nov 07, 2024	BUY	$36.65 - $40.81 $3,774 - $4,203	103 Added 0.74%	14,116 $556,000

Q2 2024 Jul 31, 2024	BUY	$37.04 - $39.97 $47,077 - $50,801	1,271 Added 9.97%	14,013 $547,000
Q1 2024 Apr 22, 2024	BUY	$35.41 - $39.06 $55,381 - $61,089	1,564 Added 13.99%	12,742 $495,000
Q4 2023 Jan 22, 2024	BUY	$31.84 - $37.1 $4,839 - $5,639	152 Added 1.38%	11,178 $413,000
Q3 2023 Oct 10, 2023	SELL	$33.17 - $36.65 $20,499 - $22,649	-618 Reduced 5.31%	11,026 $368,000
Q2 2023 Jul 14, 2023	BUY	$34.59 - $36.52 $75,025 - $79,211	2,169 Added 22.89%	11,644 $417,000
Q1 2023 Apr 13, 2023	BUY	$32.54 - $35.82 $308,316 - $339,394	9,475 New	9,475 $336,000

Others Institutions Holding DNL

# of Institutions

109

Shares Held

9.63M

Call Options Held

Put Options Held

View Full List

About WISWISDOMTREE TR

Ticker DNL
Sector ETFs
Industry ETFs

More about DNL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Drive Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Drive Wealth Management, LLC with notifications on news.

Account

Drive Wealth Management, LLC Wiswisdomtree Tr Transaction History