Nelson Capital Management, LLC Wisdomtree Tr U.S Transaction History

Nelson Capital Management, LLC

  • $749 Million
  • Q2 2025

A detailed history of Nelson Capital Management, LLC transactions in Wisdomtree Tr U.S stock. As of the latest transaction made, Nelson Capital Management, LLC holds 4,945 shares of DHS stock, worth $498,752. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,945
Previous 4,945 -0.0%
Holding current value
$498,752
Previous $490,000 3.27%
% of portfolio
0.06%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
SELL
$91.55 - $99.74 $30,211 - $32,914
-330 Reduced 6.26%
4,945 $490,000
Q2 2024

Aug 07, 2024
BUY
$81.94 - $87.24 $432,233 - $460,191
5,275 New
5,275 $446,000

Others Institutions Holding DHS

# of Institutions
259
Shares Held
6.7M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR U.S

DHS Quotes by TradingView
  • Ticker DHS
  • Sector ETFs
  • Industry ETFs
More about DHS
Track This Portfolio

Track Nelson Capital Management, LLC Portfolio

Follow Nelson Capital Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Nelson Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Nelson Capital Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email