Mutual Advisors, LLC Wisdomtree Tr U.S Transaction History

Mutual Advisors, LLC

$3.31 Billion
Q4 2024

A detailed history of Mutual Advisors, LLC transactions in Wisdomtree Tr U.S stock. As of the latest transaction made, Mutual Advisors, LLC holds 35,298 shares of DHS stock, worth $3.41 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

35,298

Previous 35,009 0.83%

Holding current value

$3.41 Million

Previous $3.28 Million 0.37%

% of portfolio

0.1%

Previous 0.09%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$92.66 - $100.58 $26,778 - $29,067	289 Added 0.83%	35,298 $3.3 Million
Q3 2024 Oct 25, 2024	SELL	$83.9 - $93.83 $48,494 - $54,233	-578 Reduced 1.62%	35,009 $3.28 Million
Q2 2024 Jul 30, 2024	SELL	$81.94 - $87.24 $21,632 - $23,031	-264 Reduced 0.74%	35,587 $3.01 Million
Q1 2024 May 02, 2024	SELL	$79.77 - $86.66 $103,701 - $112,658	-1,300 Reduced 3.5%	35,851 $3.11 Million
Q4 2023 Jan 12, 2024	BUY	$73.7 - $83.0 $54,611 - $61,503	741 Added 2.04%	37,151 $3.05 Million
Q3 2023 Nov 13, 2023	BUY	$77.8 - $83.01 $30,808 - $32,871	396 Added 1.1%	36,410 $2.84 Million
Q2 2023 Jul 31, 2023	SELL	$76.29 - $83.88 $12,969 - $14,259	-170 Reduced 0.47%	36,014 $2.87 Million
Q1 2023 Apr 11, 2023	BUY	$78.69 - $89.17 $228,043 - $258,414	2,898 Added 8.71%	36,184 $2.98 Million
Q4 2022 Jan 12, 2023	BUY	$77.6 - $89.39 $333,136 - $383,751	4,293 Added 14.81%	33,286 $0
Q3 2022 Nov 03, 2022	BUY	$75.81 - $87.12 $201,806 - $231,913	2,662 Added 10.11%	28,993 $2.2 Million
Q2 2022 Aug 15, 2022	BUY	$80.0 - $91.19 $28,480 - $32,463	356 Added 1.37%	26,331 $2.17 Million
Q1 2022 May 09, 2022	BUY	$82.52 - $88.81 $37,959 - $40,852	460 Added 1.8%	25,975 $2.29 Million
Q4 2021 Feb 14, 2022	BUY	$76.78 - $82.54 $12,822 - $13,784	167 Added 0.66%	25,515 $2.11 Million
Q3 2021 Nov 15, 2021	BUY	$76.98 - $81.05 $56,657 - $59,652	736 Added 2.99%	25,348 $1.95 Million
Q2 2021 Aug 12, 2021	BUY	$76.59 - $80.99 $16,237 - $17,169	212 Added 0.87%	24,612 $1.93 Million
Q1 2021 May 13, 2021	SELL	$68.47 - $76.8 $4,382 - $4,915	-64 Reduced 0.26%	24,400 $1.86 Million
Q4 2020 Feb 11, 2021	BUY	$60.36 - $71.22 $7,545 - $8,902	125 Added 0.51%	24,464 $1.7 Million
Q3 2020 Nov 13, 2020	SELL	$60.76 - $65.86 $106,390 - $115,320	-1,751 Reduced 6.71%	24,339 $1.52 Million
Q2 2020 Aug 05, 2020	BUY	$53.94 - $68.94 $9,169 - $11,719	170 Added 0.66%	26,090 $1.63 Million
Q1 2020 May 13, 2020	BUY	$48.28 - $77.44 $4,586 - $7,356	95 Added 0.37%	25,920 $1.47 Million
Q4 2019 Feb 11, 2020	BUY	$72.3 - $77.34 $6,940 - $7,424	96 Added 0.37%	25,825 $1.98 Million
Q3 2019 Nov 01, 2019	BUY	$73.41 - $74.68 $13,360 - $13,591	182 Added 0.71%	25,729 $1.92 Million
Q2 2019 Aug 15, 2019	BUY	N/A	1,156 Added 4.74%	25,547 $1.86 Million
Q1 2019 May 15, 2019	SELL	N/A	-985 Reduced 3.88%	24,391 $1.77 Million
Q4 2018 Feb 15, 2019	BUY	N/A	113 Added 0.45%	25,376 $1.65 Million
Q3 2018 Nov 15, 2018	BUY	N/A	118 Added 0.47%	25,263 $1.82 Million
Q2 2018 Aug 15, 2018	BUY	N/A	285 Added 1.15%	25,145 $1.76 Million
Q1 2018 May 11, 2018	SELL	N/A	-108 Reduced 0.43%	24,860 $1.69 Million
Q4 2017 Feb 12, 2018	BUY	N/A	24,968	24,968 $1.82 Million

Others Institutions Holding DHS

# of Institutions

232

Shares Held

5.77M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S

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