Ruggaard & Associates LLC Wiswisdomtree Tr Transaction History

Ruggaard & Associates LLC

$267 Billion
Q3 2025

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 14, 2025	BUY	$32.16 - $40.27 $193,956 - $242,868	6,031 Added 32.5%	24,588 $990 Million
Q1 2025 May 15, 2025	BUY	$35.56 - $38.21 $94,091 - $101,103	2,646 Added 16.63%	18,557 $662 Million
Q4 2024 Feb 13, 2025	BUY	$35.98 - $39.39 $92,468 - $101,232	2,570 Added 19.26%	15,911 $572 Million
Q3 2024 Nov 14, 2024	BUY	$36.65 - $40.81 $15,759 - $17,548	430 Added 3.33%	13,341 $526 Million
Q2 2024 Aug 13, 2024	BUY	$37.04 - $39.97 $149,308 - $161,119	4,031 Added 45.39%	12,911 $505 Million

Q1 2024 May 14, 2024	BUY	$35.41 - $39.06 $65,118 - $71,831	1,839 Added 26.12%	8,880 $345 Million
Q4 2023 Feb 15, 2024	SELL	$31.84 - $37.1 $28,751 - $33,501	-903 Reduced 11.37%	7,041 $260 Million
Q3 2023 Nov 09, 2023	BUY	$33.17 - $36.65 $52,773 - $58,310	1,591 Added 25.04%	7,944 $266 Million
Q2 2023 Aug 10, 2023	BUY	$34.59 - $36.52 $219,750 - $232,011	6,353 New	6,353 $228 Million

Others Institutions Holding DNL

# of Institutions

109

Shares Held

9.63M

Call Options Held

0

Put Options Held

0

About WISWISDOMTREE TR

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