Capital Analysts, LLC Wisdomtree Tr U.S Transaction History

Capital Analysts, LLC

$2.45 Billion
Q3 2024

Shares

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 14, 2024	BUY	$79.77 - $86.66 $12,842 - $13,952	161 New	161 $14,000
Q3 2022 Nov 14, 2022	BUY	$75.81 - $87.12 $9,476 - $10,890	125 New	125 $9,000
Q2 2021 Aug 05, 2021	BUY	$76.59 - $80.99 $9,267 - $9,799	121 Added 18.33%	781 $61,000
Q1 2021 May 17, 2021	SELL	$68.47 - $76.8 $1.28 Million - $1.44 Million	-18,686 Reduced 96.59%	660 $50,000
Q4 2020 Feb 16, 2021	SELL	$60.36 - $71.22 $103,879 - $122,569	-1,721 Reduced 8.17%	19,346 $1.34 Million
Q3 2020 Nov 12, 2020	SELL	$60.76 - $65.86 $11,848 - $12,842	-195 Reduced 0.92%	21,067 $1.32 Million
Q2 2020 Aug 07, 2020	SELL	$53.94 - $68.94 $13,323 - $17,028	-247 Reduced 1.15%	21,262 $1.32 Million
Q1 2020 May 08, 2020	BUY	$48.28 - $77.44 $65,950 - $105,783	1,366 Added 6.78%	21,509 $1.22 Million
Q4 2019 Feb 12, 2020	SELL	$72.3 - $77.34 $2,024 - $2,165	-28 Reduced 0.14%	20,143 $1.55 Million
Q3 2019 Nov 12, 2019	BUY	$73.41 - $74.68 $34,722 - $35,323	473 Added 2.4%	20,171 $1.5 Million
Q2 2019 Aug 13, 2019	SELL	N/A	-346 Reduced 1.73%	19,698 $1.43 Million
Q1 2019 May 13, 2019	BUY	N/A	3,216 Added 19.11%	20,044 $1.45 Million
Q4 2018 Feb 13, 2019	BUY	N/A	415 Added 2.53%	16,828 $1.1 Million
Q3 2018 Nov 07, 2018	BUY	N/A	340 Added 2.12%	16,413 $0
Q2 2018 Aug 03, 2018	BUY	N/A	398 Added 2.54%	16,073 $0
Q1 2018 May 14, 2018	BUY	N/A	47 Added 0.3%	15,675 $1.07 Million
Q4 2017 Feb 14, 2018	BUY	N/A	15,607 Added 74319.05%	15,628 $1.14 Million
Q4 2017 Feb 12, 2018	SELL	N/A	-16,000 Reduced 99.87%	21 $1,000
Q3 2017 Nov 06, 2017	BUY	N/A	16,021	16,021 $1.12 Million

Others Institutions Holding DHS

# of Institutions

223

Shares Held

5.72M

Call Options Held

0

Put Options Held

0

About WISDOMTREE TR U.S

Ticker DHS
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