Ledge Wealth Management, Inc. Wisdomtree Tr U.S Transaction History

Ledge Wealth Management, Inc.

$257 Million
Q4 2023

A detailed history of Ledge Wealth Management, Inc. transactions in Wisdomtree Tr U.S stock. As of the latest transaction made, Ledge Wealth Management, Inc. holds 61,342 shares of DHS stock, worth $5.19 Million. This represents 1.96% of its overall portfolio holdings.

Number of Shares

61,342

Previous 61,187 0.25%

Holding current value

$5.19 Million

Previous $4.78 Million 5.55%

% of portfolio

1.96%

Previous 2.14%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 23, 2024	BUY	$73.7 - $83.0 $11,423 - $12,865	155 Added 0.25%	61,342 $5.04 Million
Q3 2023 Oct 23, 2023	SELL	$77.8 - $83.01 $4,279 - $4,565	-55 Reduced 0.09%	61,187 $4.78 Million
Q2 2023 Jul 11, 2023	SELL	$76.29 - $83.88 $153,190 - $168,431	-2,008 Reduced 3.17%	61,242 $4.87 Million
Q1 2023 Apr 14, 2023	SELL	$78.69 - $89.17 $621,493 - $704,264	-7,898 Reduced 11.1%	63,250 $5.2 Million
Q4 2022 Feb 02, 2023	BUY	$83.59 - $89.39 $5.95 Million - $6.36 Million	71,148 New	71,148 $6.12 Million

Q2 2022 Jul 20, 2022	BUY	N/A	15,856 Added 15.34%	119,252 $9.81 Million
Q1 2022 May 10, 2022	BUY	N/A	103,396 New	103,396 $9.11 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
Sector ETFs
Industry ETFs

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Ledge Wealth Management, Inc. Wisdomtree Tr U.S Transaction History