Envestnet Portfolio Solutions, Inc. Wisdomtree Tr U.S Transaction History

Envestnet Portfolio Solutions, Inc.

$23.7 Billion
Q1 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Wisdomtree Tr U.S stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 11,576 shares of DHS stock, worth $1.08 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

11,576

Previous 19,416 40.38%

Holding current value

$1.08 Million

Previous $1.81 Million 36.7%

% of portfolio

0.0%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$91.55 - $99.74 $717,752 - $781,961	-7,840 Reduced 40.38%	11,576 $1.15 Million
Q4 2024 Feb 10, 2025	BUY	$92.66 - $100.58 $150,943 - $163,844	1,629 Added 9.16%	19,416 $1.81 Million
Q3 2024 Oct 31, 2024	BUY	$83.9 - $93.83 $32,301 - $36,124	385 Added 2.21%	17,787 $1.67 Million
Q2 2024 Jul 16, 2024	BUY	$81.94 - $87.24 $390,935 - $416,222	4,771 Added 37.77%	17,402 $1.47 Million
Q1 2024 May 06, 2024	BUY	$79.77 - $86.66 $383,534 - $416,661	4,808 Added 61.46%	12,631 $1.09 Million
Q4 2023 Feb 07, 2024	BUY	$73.7 - $83.0 $40,019 - $45,069	543 Added 7.46%	7,823 $642,000
Q3 2023 Nov 13, 2023	BUY	$77.8 - $83.01 $566,384 - $604,312	7,280 New	7,280 $568,000

Others Institutions Holding DHS

# of Institutions

241

Shares Held

6.15M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S

Ticker DHS
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Envestnet Portfolio Solutions, Inc. Wisdomtree Tr U.S Transaction History