Jfs Wealth Advisors, LLC Wisdomtree Tr Transaction History

Jfs Wealth Advisors, LLC

$1.47 Billion
Q1 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 964 shares of DTH stock, worth $43,794. This represents 0.0% of its overall portfolio holdings.

Number of Shares

964

Previous 964 -0.0%

Holding current value

$43,794

Previous $36,000 11.11%

% of portfolio

0.0%

Previous 0.0%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Shares Held

5.58M

Call Options Held

Put Options Held

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About WISDOMTREE TR

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Jfs Wealth Advisors, LLC Wisdomtree Tr Transaction History