Avantax Planning Partners, Inc. Wisdomtree Tr U.S Transaction History

Avantax Planning Partners, Inc.

$2.81 Billion
Q1 2025

A detailed history of Avantax Planning Partners, Inc. transactions in Wisdomtree Tr U.S stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 23,980 shares of DHS stock, worth $2.34 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

23,980

Previous 24,241 1.08%

Holding current value

$2.34 Million

Previous $2.26 Million 5.04%

% of portfolio

0.08%

Previous 0.08%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	SELL	$91.55 - $99.74 $23,894 - $26,032	-261 Reduced 1.08%	23,980 $2.38 Million
Q4 2024 Feb 07, 2025	SELL	$92.66 - $100.58 $160,672 - $174,405	-1,734 Reduced 6.68%	24,241 $2.26 Million
Q3 2024 Nov 13, 2024	SELL	$83.9 - $93.83 $12,333 - $13,793	-147 Reduced 0.56%	25,975 $2.44 Million
Q2 2024 Aug 09, 2024	SELL	$81.94 - $87.24 $322,188 - $343,027	-3,932 Reduced 13.08%	26,122 $2.21 Million
Q1 2024 May 02, 2024	SELL	$79.77 - $86.66 $169,112 - $183,719	-2,120 Reduced 6.59%	30,054 $2.6 Million
Q4 2023 Feb 09, 2024	SELL	$73.7 - $83.0 $293,989 - $331,087	-3,989 Reduced 11.03%	32,174 $2.64 Million
Q3 2023 Nov 03, 2023	SELL	$77.8 - $83.01 $242,424 - $258,659	-3,116 Reduced 7.93%	36,163 $2.82 Million
Q2 2023 Jul 17, 2023	SELL	$76.29 - $83.88 $18,691 - $20,550	-245 Reduced 0.62%	39,279 $3.13 Million
Q1 2023 Apr 20, 2023	BUY	$78.69 - $89.17 $15,108 - $17,120	192 Added 0.49%	39,524 $3.25 Million
Q4 2022 Feb 09, 2023	SELL	$77.6 - $89.39 $54,630 - $62,930	-704 Reduced 1.76%	39,332 $3.38 Million
Q3 2022 Oct 14, 2022	SELL	$75.81 - $87.12 $68,911 - $79,192	-909 Reduced 2.22%	40,036 $3.04 Million
Q2 2022 Jul 18, 2022	SELL	$80.0 - $91.19 $74,560 - $84,989	-932 Reduced 2.23%	40,945 $3.37 Million
Q1 2022 May 09, 2022	SELL	$82.52 - $88.81 $763,970 - $822,202	-9,258 Reduced 18.11%	41,877 $3.69 Million
Q4 2021 Jan 28, 2022	SELL	$76.78 - $82.54 $58,813 - $63,225	-766 Reduced 1.48%	51,135 $4.22 Million
Q3 2021 Oct 27, 2021	SELL	$76.98 - $81.05 $997,506 - $1.05 Million	-12,958 Reduced 19.98%	51,901 $4 Million
Q2 2021 Aug 10, 2021	SELL	$76.59 - $80.99 $36,839 - $38,956	-481 Reduced 0.74%	64,859 $5.07 Million
Q1 2021 May 06, 2021	SELL	$68.47 - $76.8 $172,886 - $193,920	-2,525 Reduced 3.72%	65,340 $4.99 Million
Q4 2020 Feb 04, 2021	SELL	$60.36 - $71.22 $873,831 - $1.03 Million	-14,477 Reduced 17.58%	67,865 $4.71 Million
Q3 2020 Oct 28, 2020	SELL	$60.76 - $65.86 $269,409 - $292,023	-4,434 Reduced 5.11%	82,342 $5.15 Million
Q2 2020 Jul 15, 2020	BUY	$53.94 - $68.94 $35,924 - $45,914	666 Added 0.77%	86,776 $5.41 Million
Q1 2020 Apr 27, 2020	SELL	$48.28 - $77.44 $489,414 - $785,009	-10,137 Reduced 10.53%	86,110 $4.87 Million
Q4 2019 Jan 15, 2020	SELL	$72.3 - $77.34 $1.86 Million - $1.99 Million	-25,732 Reduced 21.1%	96,247 $7.39 Million
Q3 2019 Nov 08, 2019	SELL	$73.41 - $74.68 $25,987 - $26,436	-354 Reduced 0.29%	121,979 $9.08 Million
Q2 2019 Aug 07, 2019	BUY	N/A	3,000 Added 2.51%	122,333 $9.01 Million
Q1 2019 May 08, 2019	BUY	N/A	7,819 Added 7.01%	119,333 $8.65 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-2,221 Reduced 1.95%	111,514 $7.26 Million
Q3 2018 Nov 13, 2018	BUY	N/A	157 Added 0.14%	113,735 $8.21 Million
Q2 2018 Aug 13, 2018	SELL	N/A	-10,519 Reduced 8.48%	113,578 $7.95 Million
Q1 2018 May 15, 2018	SELL	N/A	-6,030 Reduced 4.63%	124,097 $8.45 Million
Q4 2017 Feb 09, 2018	SELL	N/A	-55,213 Reduced 29.79%	130,127 $9.48 Million
Q3 2017 Oct 19, 2017	BUY	N/A	185,340	185,340 $13 Million

Others Institutions Holding DHS

# of Institutions

248

Shares Held

6.34M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S

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Avantax Planning Partners, Inc. Wisdomtree Tr U.S Transaction History