Dakota Wealth Management Wisdomtree Tr U.S Transaction History

Dakota Wealth Management

$3.98 Billion
Q1 2024

A detailed history of Dakota Wealth Management transactions in Wisdomtree Tr U.S stock. As of the latest transaction made, Dakota Wealth Management holds 62,873 shares of DHS stock, worth $5.32 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

62,873

Holding current value

$5.32 Million

% of portfolio

0.14%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 24, 2024	BUY	$79.77 - $86.66 $5.02 Million - $5.45 Million	62,873 New	62,873 $5.45 Million

Others Institutions Holding DHS

# of Institutions

206

Shares Held

6.08M

Call Options Held

Put Options Held

Cwm, LLC

1.02M
Shares

$86.5 Million
0.43% of portfolio
Lpl Financial LLC Fort Mill, SC

483K
Shares

$40.8 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

401K
Shares

$34 Million
0.01% of portfolio
Linscomb & Williams, Inc. Houston, TX

367K
Shares

$31.1 Million
1.64% of portfolio
Cetera Investment Advisers Schaumburg, IL

363K
Shares

$30.7 Million
0.08% of portfolio

View Full List

About WISDOMTREE TR U.S

Ticker DHS
Sector ETFs
Industry ETFs

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Dakota Wealth Management Wisdomtree Tr U.S Transaction History