Cedar Wealth Management, LLC Wisdomtree Tr U.S Transaction History

Cedar Wealth Management, LLC

$307 Million
Q2 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 12, 2021	SELL	$76.98 - $81.05 $165,583 - $174,338	-2,151 Closed	0 $0
Q2 2021 Aug 09, 2021	SELL	$76.59 - $80.99 $232,680 - $246,047	-3,038 Reduced 58.55%	2,151 $168,000
Q1 2021 May 11, 2021	BUY	$68.47 - $76.8 $1,163 - $1,305	17 Added 0.33%	5,189 $396,000
Q4 2020 Feb 11, 2021	BUY	$60.36 - $71.22 $2,354 - $2,777	39 Added 0.76%	5,172 $359,000
Q3 2020 Nov 12, 2020	BUY	$60.76 - $65.86 $243 - $263	4 Added 0.08%	5,133 $321,000
Q2 2020 Aug 04, 2020	SELL	$53.94 - $68.94 $1,726 - $2,206	-32 Reduced 0.62%	5,129 $319,000
Q1 2020 May 01, 2020	BUY	$48.28 - $77.44 $144 - $232	3 Added 0.06%	5,161 $292,000
Q4 2019 Jan 29, 2020	SELL	$72.3 - $77.34 $13,664 - $14,617	-189 Reduced 3.53%	5,158 $396,000
Q3 2019 Oct 24, 2019	BUY	$73.41 - $74.68 $302,742 - $307,980	4,124 Added 337.2%	5,347 $398,000
Q2 2019 Jul 24, 2019	BUY	N/A	1,223 New	1,223 $89,000

Others Institutions Holding DHS

# of Institutions

219

Shares Held

5.91M

Call Options Held

0

Put Options Held

0

About WISDOMTREE TR U.S

Ticker DHS
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cedar Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cedar Wealth Management, LLC with notifications on news.