Axis Wealth Partners, LLC Wisdomtree Tr Transaction History

Axis Wealth Partners, LLC

  • $152 Billion
  • Q2 2025

A detailed history of Axis Wealth Partners, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 6,890 shares of DTH stock, worth $325,897. This represents 0.21% of its overall portfolio holdings.

Number of Shares
6,890
Previous 7,485 7.95%
Holding current value
$325,897
Previous $318 Million 0.45%
% of portfolio
0.21%
Previous 0.23%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
SELL
$37.84 - $46.83 $22,514 - $27,863
-595 Reduced 7.95%
6,890 $319 Million
Q1 2025

Apr 28, 2025
SELL
$37.33 - $43.33 $4,106 - $4,766
-110 Reduced 1.45%
7,485 $318 Million
Q4 2024

Feb 07, 2025
BUY
$37.38 - $41.11 $283,901 - $312,230
7,595 New
7,595 $287 Million

Others Institutions Holding DTH

# of Institutions
96
Shares Held
5.65M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR

DTH Quotes by TradingView
  • Ticker DTH
  • Sector ETFs
  • Industry ETFs
More about DTH
Track This Portfolio

Track Axis Wealth Partners, LLC Portfolio

Follow Axis Wealth Partners, 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 Axis Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axis Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email