Back to CAPTRUST FINANCIAL ADVISORS CAPTRUST FINANCIAL ADVISORS

DNLDNL
Showing 8 of 21 quarters

Position history for CAPTRUST FINANCIAL ADVISORSCAPTRUST FINANCIAL ADVISORS's holdings in WISDOMTREE TR

CAPTRUST FINANCIAL ADVISORS holds 228,542 shares of DNL (WISDOMTREE TR), worth $10.6M as of 2026-Q2. The position was increased (+3.0% shares). DNL represents 0.0% of CAPTRUST FINANCIAL ADVISORS's portfolio.

Current Value

$10.6M

Current Shares

228,542

Total Value Change

+$3.3M

Total Shares Change

+43,362

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
228,542
+3.0%
$10.6M0.0%$46.18
29
2026-Q1
Increased
221,797
+0.7%
$9M0.0%$41.83
28
2025-Q4
Increased
220,339
+2.6%
$9.1M0.0%$41.30
28
2025-Q3
Increased
214,840
+4.1%
$8.7M0.0%$39.93
29
2025-Q2
Increased
206,366
+1.3%
$8.3M0.0%$39.77
28
2025-Q1
Decreased
203,822
-1.1%
$7.3M0.0%$35.29
0
2024-Q4
Increased
206,105
+11.3%
$7.4M0.0%$35.27
30
2024-Q3
Increased
185,180
+0.2%
$7.3M0.0%$38.77
27

Other major holders of DNL: Steward Partners Investment Advisory, LLC, MORGAN STANLEY, ROYAL BANK OF CANADA

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used