Beacon Pointe Advisors, LLC Wisdomtree Tr Transaction History

Beacon Pointe Advisors, LLC

$8.76 Billion
Q1 2025

A detailed history of Beacon Pointe Advisors, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 161,221 shares of DTH stock, worth $7.38 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

161,221

Previous 166,924 3.42%

Holding current value

$7.38 Million

Previous $6.31 Million 8.55%

% of portfolio

0.08%

Previous 0.07%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$37.33 - $43.33 $212,892 - $247,110	-5,703 Reduced 3.42%	161,221 $6.85 Million
Q4 2024 Feb 14, 2025	SELL	$37.38 - $41.11 $713,397 - $784,584	-19,085 Reduced 10.26%	166,924 $6.31 Million
Q3 2024 Nov 14, 2024	SELL	$37.62 - $41.83 $484,583 - $538,812	-12,881 Reduced 6.48%	186,009 $7.71 Million
Q2 2024 Aug 12, 2024	SELL	$38.08 - $41.21 $208,069 - $225,171	-5,464 Reduced 2.67%	198,890 $7.63 Million
Q1 2024 May 14, 2024	SELL	$37.09 - $39.82 $580,198 - $622,904	-15,643 Reduced 7.11%	204,354 $8.1 Million
Q4 2023 Feb 08, 2024	SELL	$34.66 - $39.12 $1.12 Million - $1.27 Million	-32,410 Reduced 12.84%	219,997 $8.56 Million
Q3 2023 Nov 14, 2023	BUY	$35.8 - $38.54 $1.66 Million - $1.78 Million	46,308 Added 22.47%	252,407 $9.14 Million
Q2 2023 Aug 11, 2023	BUY	$36.15 - $39.0 $530,031 - $571,818	14,662 Added 7.66%	206,099 $7.61 Million
Q1 2023 May 12, 2023	BUY	$35.99 - $39.12 $135,358 - $147,130	3,761 Added 2.0%	191,437 $7.21 Million
Q4 2022 Feb 14, 2023	BUY	$30.01 - $36.51 $450,480 - $548,051	15,011 Added 8.69%	187,676 $6.73 Million
Q3 2022 Nov 09, 2022	BUY	$30.07 - $35.52 $2.95 Million - $3.49 Million	98,127 Added 131.65%	172,665 $5.23 Million
Q2 2022 Aug 11, 2022	BUY	$34.57 - $40.19 $304,561 - $354,073	8,810 Added 13.4%	74,538 $2.58 Million
Q1 2022 May 17, 2022	BUY	$36.97 - $41.22 $974,751 - $1.09 Million	26,366 Added 66.98%	65,728 $2.61 Million
Q4 2021 Feb 14, 2022	SELL	$36.83 - $39.04 $67,251 - $71,287	-1,826 Reduced 4.43%	39,362 $1.52 Million
Q3 2021 Nov 15, 2021	BUY	$37.89 - $40.59 $27,129 - $29,062	716 Added 1.77%	41,188 $1.56 Million
Q2 2021 Aug 17, 2021	BUY	$39.57 - $41.75 $26,393 - $27,847	667 Added 1.68%	40,472 $1.6 Million
Q1 2021 May 18, 2021	BUY	$37.05 - $39.86 $96,144 - $103,436	2,595 Added 6.97%	39,805 $1.57 Million
Q4 2020 Feb 12, 2021	SELL	$31.49 - $37.76 $182,201 - $218,479	-5,786 Reduced 13.46%	37,210 $1.4 Million
Q3 2020 Nov 16, 2020	SELL	$32.41 - $35.33 $167,300 - $182,373	-5,162 Reduced 10.72%	42,996 $1.42 Million
Q2 2020 Aug 14, 2020	SELL	$28.17 - $35.69 $328,490 - $416,181	-11,661 Reduced 19.49%	48,158 $1.59 Million
Q1 2020 May 15, 2020	BUY	$25.75 - $42.34 $782,748 - $1.29 Million	30,398 Added 103.32%	59,819 $1.76 Million
Q4 2019 Feb 14, 2020	BUY	$37.91 - $42.28 $161,572 - $180,197	4,262 Added 16.94%	29,421 $1.24 Million
Q3 2019 Nov 14, 2019	SELL	$38.8 - $39.95 $79,889 - $82,257	-2,059 Reduced 7.56%	25,159 $984,000
Q2 2019 Aug 14, 2019	BUY	N/A	3,982 Added 17.14%	27,218 $1.1 Million
Q1 2019 May 14, 2019	SELL	N/A	-1,008 Reduced 4.16%	23,236 $935,000
Q4 2018 Feb 01, 2019	BUY	N/A	24,244 New	24,244 $899,000

Others Institutions Holding DTH

# of Institutions

Shares Held

5.58M

Call Options Held

Put Options Held

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About WISDOMTREE TR

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Beacon Pointe Advisors, LLC Wisdomtree Tr Transaction History