Foundations Investment Advisors, LLC Wisdomtree Tr U.S Transaction History

Foundations Investment Advisors, LLC

$3.58 Billion
Q1 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Wisdomtree Tr U.S stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 20,852 shares of DHS stock, worth $1.76 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

20,852

Previous 20,867 0.07%

Holding current value

$1.76 Million

Previous $1.71 Million 5.43%

% of portfolio

0.05%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	SELL	$79.77 - $86.66 $1,196 - $1,299	-15 Reduced 0.07%	20,852 $1.81 Million
Q4 2023 Feb 08, 2024	SELL	$73.7 - $83.0 $221 - $249	-3 Reduced 0.01%	20,867 $1.71 Million
Q3 2023 Oct 05, 2023	SELL	$77.8 - $83.01 $16,649 - $17,764	-214 Reduced 1.01%	20,870 $1.63 Million
Q2 2023 Jul 19, 2023	SELL	$76.29 - $83.88 $285,019 - $313,375	-3,736 Reduced 15.05%	21,084 $1.68 Million
Q1 2023 Apr 25, 2023	BUY	$78.69 - $89.17 $294,615 - $333,852	3,744 Added 17.76%	24,820 $2.04 Million

Q4 2022 Jan 11, 2023	BUY	$83.59 - $89.39 $167 - $178	2 Added 0.01%	21,076 $0
Q3 2022 Oct 19, 2022	BUY	N/A	21,074 New	21,074 $1.6 Million

Others Institutions Holding DHS

# of Institutions

206

Shares Held

6.08M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S

Ticker DHS
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Foundations Investment Advisors, LLC Wisdomtree Tr U.S Transaction History