Bok Financial Private Wealth, Inc. Wisdomtree Tr U.S Transaction History

Bok Financial Private Wealth, Inc.

$1.38 Billion
Q3 2024

A detailed history of Bok Financial Private Wealth, Inc. transactions in Wisdomtree Tr U.S stock. As of the latest transaction made, Bok Financial Private Wealth, Inc. holds 1,067 shares of DHS stock, worth $100,596. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,067

Previous 1,067 -0.0%

Holding current value

$100,596

Previous $90,000 11.11%

% of portfolio

0.01%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 13, 2023	SELL	$77.8 - $83.01 $57,027 - $60,846	-733 Reduced 40.72%	1,067 $83,000
Q3 2022 Nov 07, 2022	BUY	$75.81 - $87.12 $136,458 - $156,816	1,800 New	1,800 $136,000
Q2 2022 Aug 15, 2022	SELL	$80.0 - $91.19 $560 - $638	-7 Reduced 0.24%	2,950 $243,000
Q4 2021 Feb 15, 2022	SELL	$76.78 - $82.54 $67,105 - $72,139	-874 Reduced 22.81%	2,957 $244,000
Q3 2021 Nov 15, 2021	BUY	$76.98 - $81.05 $294,910 - $310,502	3,831 New	3,831 $0
Q3 2021 Nov 09, 2021	SELL	$76.98 - $81.05 $322,392 - $339,437	-4,188 Closed	0 $0
Q2 2021 Aug 03, 2021	SELL	$76.59 - $80.99 $9,343 - $9,880	-122 Reduced 2.83%	4,188 $328,000
Q1 2021 May 12, 2021	SELL	$68.47 - $76.8 $38,000 - $42,624	-555 Reduced 11.41%	4,310 $329,000
Q4 2020 Feb 01, 2021	SELL	$60.36 - $71.22 $513,422 - $605,797	-8,506 Reduced 63.62%	4,865 $337,000
Q3 2020 Nov 06, 2020	SELL	$60.76 - $65.86 $298,756 - $323,833	-4,917 Reduced 26.89%	13,371 $836,000
Q2 2020 Aug 13, 2020	SELL	$53.94 - $68.94 $1.3 Million - $1.66 Million	-24,120 Reduced 56.88%	18,288 $1.14 Million
Q1 2020 May 07, 2020	SELL	$48.28 - $77.44 $961,254 - $1.54 Million	-19,910 Reduced 31.95%	42,408 $2.4 Million
Q4 2019 Feb 05, 2020	BUY	$72.3 - $77.34 $4.51 Million - $4.82 Million	62,318 New	62,318 $4.79 Million

Others Institutions Holding DHS

# of Institutions

223

Shares Held

5.72M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S

Ticker DHS
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Bok Financial Private Wealth, Inc. Wisdomtree Tr U.S Transaction History