Caldwell Trust CO Wisdomtree Tr U.S Transaction History

Caldwell Trust CO

$1.07 Trillion
Q3 2025

A detailed history of Caldwell Trust CO transactions in Wisdomtree Tr U.S stock. As of the latest transaction made, Caldwell Trust CO holds 150 shares of DHS stock, worth $15,159. This represents 0.0% of its overall portfolio holdings.

Number of Shares

150

Previous 150 -0.0%

Holding current value

$15,159

Previous $14.4 Million 4.97%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Sep 22, 2025	BUY	$87.71 - $98.37 $13,156 - $14,755	150 New	150 $14.4 Million

Others Institutions Holding DHS

# of Institutions

261

Shares Held

6.73M

Call Options Held

Put Options Held

Cwm, LLC

859K
Shares

$86.8 Million
0.26% of portfolio
Wells Fargo & Company San Francisco, CA

503K
Shares

$50.8 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

423K
Shares

$42.8 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

405K
Shares

$41 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

376K
Shares

$38 Million
0.06% of portfolio

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About WISDOMTREE TR U.S

Ticker DHS
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Caldwell Trust CO Wisdomtree Tr U.S Transaction History