Fairview Capital Investment Management, LLC Wisdomtree Tr U.S Transaction History

Fairview Capital Investment Management, LLC

$1.67 Billion
Q3 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2019 May 14, 2019	SELL	N/A	-5,308 Closed	0 $0
Q4 2018 Feb 12, 2019	SELL	N/A	-150 Reduced 2.75%	5,308 $345,000
Q1 2018 May 15, 2018	SELL	N/A	-3,000 Reduced 35.47%	5,458 $371,000
Q3 2017 Nov 13, 2017	SELL	N/A	-2,292 Reduced 21.32%	8,458 $591,000
Q2 2017 Aug 14, 2017	BUY	N/A	10,750	10,750 $735,000

Others Institutions Holding DHS

# of Institutions

223

Shares Held

5.72M

Call Options Held

Put Options Held

Cwm, LLC

911K
Shares

$85.9 Million
0.37% of portfolio
Wells Fargo & Company San Francisco, CA

427K
Shares

$40.3 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

393K
Shares

$37.1 Million
0.02% of portfolio
Linscomb & Williams, Inc. Houston, TX

357K
Shares

$33.6 Million
1.67% of portfolio
Cetera Investment Advisers Schaumburg, IL

350K
Shares

$33 Million
0.07% of portfolio

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About WISDOMTREE TR U.S

Ticker DHS
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