Integrated Wealth Concepts LLC Wiswisdomtree Tr Transaction History

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Wiswisdomtree Tr stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 5,394 shares of DNL stock, worth $220,129. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,394
Previous 5,675 4.95%
Holding current value
$220,129
Previous $228,000 4.39%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2025
SELL
$38.31 - $41.06 $10,765 - $11,537
-281 Reduced 4.95%
5,394 $218,000
Q2 2025

Aug 14, 2025
SELL
$32.16 - $40.27 $903,599 - $1.13 Million
-28,097 Reduced 83.2%
5,675 $228,000
Q1 2025

May 15, 2025
BUY
$35.56 - $38.21 $44,876 - $48,221
1,262 Added 3.88%
33,772 $1.2 Million
Q4 2024

Feb 14, 2025
BUY
$35.98 - $39.39 $28,460 - $31,157
791 Added 2.49%
32,510 $1.17 Million
Q3 2024

Nov 14, 2024
BUY
$36.65 - $40.81 $27,634 - $30,770
754 Added 2.44%
31,719 $1.25 Million
Q2 2024

Aug 14, 2024
BUY
$37.04 - $39.97 $64,412 - $69,507
1,739 Added 5.95%
30,965 $1.21 Million
Q1 2024

May 15, 2024
SELL
$35.41 - $39.06 $57,682 - $63,628
-1,629 Reduced 5.28%
29,226 $1.14 Million
Q4 2023

Feb 13, 2024
BUY
$31.84 - $37.1 $105,263 - $122,652
3,306 Added 12.0%
30,855 $1.14 Million
Q3 2023

Nov 15, 2023
BUY
$33.17 - $36.65 $37,913 - $41,890
1,143 Added 4.33%
27,549 $921,000
Q2 2023

Aug 15, 2023
BUY
$34.59 - $36.52 $664,370 - $701,439
19,207 Added 266.8%
26,406 $945,000
Q1 2023

May 03, 2023
BUY
$32.54 - $35.82 $13,569 - $14,936
417 Added 6.15%
7,199 $255,000
Q4 2022

Feb 13, 2023
BUY
$27.4 - $33.63 $185,826 - $228,078
6,782 New
6,782 $219,000
Q2 2022

Aug 08, 2022
SELL
$31.69 - $40.37 $924,745 - $1.18 Million
-29,181 Reduced 82.11%
6,357 $201,000
Q1 2022

May 12, 2022
BUY
$36.81 - $43.65 $303,940 - $360,418
8,257 Added 30.27%
35,538 $1.41 Million
Q4 2021

Feb 15, 2022
BUY
$39.96 - $43.57 $103,296 - $112,628
2,585 Added 10.47%
27,281 $1.19 Million
Q3 2021

Nov 15, 2021
BUY
$40.46 - $43.87 $142,742 - $154,773
3,528 Added 16.67%
24,696 $999,000
Q2 2021

Aug 13, 2021
BUY
$39.37 - $42.66 $700,864 - $759,433
17,802 Added 528.88%
21,168 $882,000
Q1 2021

May 13, 2021
BUY
$37.62 - $40.48 $126,628 - $136,255
3,366 New
3,366 $261,000

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
  • Industry ETFs
More about DNL
Track This Portfolio

Track Integrated Wealth Concepts LLC Portfolio

Follow Integrated Wealth Concepts LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Integrated Wealth Concepts LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email