Jfs Wealth Advisors, LLC Wisdomtree Tr Transaction History

Jfs Wealth Advisors, LLC

  • $1.56 Billion
  • Q2 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 620 shares of DTH stock, worth $30,150. This represents 0.0% of its overall portfolio holdings.

Number of Shares
620
Previous 964 35.68%
Holding current value
$30,150
Previous $40,000 30.0%
% of portfolio
0.0%
Previous 0.0%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
SELL
$37.84 - $46.83 $13,016 - $16,109
-344 Reduced 35.68%
620 $28,000
Q1 2024

Apr 30, 2024
SELL
$37.09 - $39.82 $25,963 - $27,874
-700 Reduced 42.07%
964 $38,000
Q1 2023

Apr 19, 2023
SELL
$35.99 - $39.12 $23,033 - $25,036
-640 Reduced 27.78%
1,664 $62,000
Q1 2022

May 02, 2022
SELL
$36.97 - $41.22 $18,854 - $21,022
-510 Reduced 18.12%
2,304 $92,000
Q3 2021

Nov 09, 2021
SELL
$37.89 - $40.59 $3,144 - $3,368
-83 Reduced 2.87%
2,814 $107,000
Q1 2021

Apr 28, 2021
SELL
$37.05 - $39.86 $10,003 - $10,762
-270 Reduced 8.53%
2,897 $114,000
Q4 2020

Feb 01, 2021
SELL
$31.49 - $37.76 $3,652 - $4,380
-116 Reduced 3.53%
3,167 $119,000
Q3 2020

Oct 28, 2020
SELL
$32.41 - $35.33 $9,301 - $10,139
-287 Reduced 8.04%
3,283 $108,000
Q2 2020

Aug 05, 2020
SELL
$28.17 - $35.69 $48,931 - $61,993
-1,737 Reduced 32.73%
3,570 $118,000
Q1 2020

Apr 29, 2020
SELL
$25.75 - $42.34 $31,415 - $51,654
-1,220 Reduced 18.69%
5,307 $156,000
Q4 2019

Feb 03, 2020
BUY
$37.91 - $42.28 $1,137 - $1,268
30 Added 0.46%
6,527 $274,000
Q3 2019

Oct 31, 2019
BUY
$38.8 - $39.95 $3,336 - $3,435
86 Added 1.34%
6,497 $254,000
Q2 2019

Aug 06, 2019
SELL
N/A
-1,755 Reduced 21.49%
6,411 $259,000
Q1 2019

Apr 23, 2019
BUY
N/A
12 Added 0.15%
8,166 $329,000
Q4 2018

Jan 28, 2019
SELL
N/A
-952 Reduced 10.45%
8,154 $303,000
Q3 2018

Nov 09, 2018
SELL
N/A
-767 Reduced 7.77%
9,106 $380,000
Q2 2018

Jul 26, 2018
SELL
N/A
-249 Reduced 2.46%
9,873 $409,000
Q1 2018

Apr 26, 2018
SELL
N/A
-124,205 Reduced 92.46%
10,122 $441,000
Q4 2017

Jan 31, 2018
SELL
N/A
-33,049 Reduced 19.75%
134,327 $5.96 Million
Q3 2017

Oct 20, 2017
BUY
N/A
167,376
167,376 $7.33 Million

Others Institutions Holding DTH

# of Institutions
112
Shares Held
6.49M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR

DTH Quotes by TradingView
  • Ticker DTH
  • Sector ETFs
  • Industry ETFs
More about DTH
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