Steward Partners Investment Advisory, LLC Wiswisdomtree Tr Transaction History

Steward Partners Investment Advisory, LLC

$10.9 Billion
Q1 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Wiswisdomtree Tr stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 5,500 shares of DNL stock, worth $222,310. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,500

Previous 6,250 12.0%

Holding current value

$222,310

Previous $224,000 12.5%

% of portfolio

0.0%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$35.56 - $38.21 $26,670 - $28,657	-750 Reduced 12.0%	5,500 $196,000
Q4 2024 Feb 06, 2025	SELL	$35.98 - $39.39 $142,121 - $155,590	-3,950 Reduced 38.73%	6,250 $224,000
Q3 2024 Nov 14, 2024	BUY	$36.65 - $40.81 $5,497 - $6,121	150 Added 1.49%	10,200 $401,000
Q2 2024 Aug 08, 2024	BUY	$37.04 - $39.97 $113,898 - $122,907	3,075 Added 44.09%	10,050 $392,000
Q1 2024 May 15, 2024	BUY	$35.41 - $39.06 $9,737 - $10,741	275 Added 4.1%	6,975 $271,000
Q4 2023 Feb 12, 2024	SELL	$31.84 - $37.1 $28,656 - $33,390	-900 Reduced 11.84%	6,700 $247,000
Q3 2023 Nov 13, 2023	BUY	$33.17 - $36.65 $26,536 - $29,320	800 Added 11.76%	7,600 $254,000
Q2 2023 Aug 14, 2023	SELL	$34.59 - $36.52 $168,626 - $178,035	-4,875 Reduced 41.76%	6,800 $243,000
Q1 2023 May 15, 2023	BUY	$32.54 - $35.82 $334,348 - $368,050	10,275 Added 733.93%	11,675 $414,000
Q2 2022 Aug 04, 2022	SELL	$31.69 - $40.37 $41,197 - $52,481	-1,300 Reduced 48.15%	1,400 $44,000
Q1 2022 May 02, 2022	BUY	$36.81 - $43.65 $47,853 - $56,745	1,300 Added 92.86%	2,700 $107,000
Q3 2021 Nov 12, 2021	BUY	$40.46 - $43.87 $16,184 - $17,548	400 Added 40.0%	1,400 $57,000
Q2 2021 Aug 13, 2021	BUY	$39.37 - $42.66 $7,873 - $8,532	200 Added 25.0%	1,000 $42,000
Q1 2021 May 14, 2021	BUY	$37.62 - $40.48 $30,095 - $32,383	800 New	800 $0

Others Institutions Holding DNL

# of Institutions

111

Shares Held

10.5M

Call Options Held

Put Options Held

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About WISWISDOMTREE TR

Ticker DNL
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Steward Partners Investment Advisory, LLC Wiswisdomtree Tr Transaction History