Northern Oak Wealth Management Inc Wisdomtree Tr U.S Transaction History

Northern Oak Wealth Management Inc

$828 Million
Q2 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 16, 2022	BUY	$80.0 - $91.19 $18,560 - $21,156	232 Added 9.27%	2,735 $225,000
Q1 2022 May 24, 2022	SELL	$82.52 - $88.81 $22,280 - $23,978	-270 Reduced 9.74%	2,503 $220,000
Q4 2021 Feb 16, 2022	BUY	$76.78 - $82.54 $7,678 - $8,254	100 Added 3.74%	2,773 $229,000
Q3 2021 Nov 15, 2021	BUY	$76.98 - $81.05 $69,282 - $72,945	900 Added 50.76%	2,673 $206,000
Q1 2021 May 14, 2021	BUY	$68.47 - $76.8 $46,559 - $52,224	680 Added 62.21%	1,773 $135,000
Q3 2020 Nov 16, 2020	SELL	$60.76 - $65.86 $67,625 - $73,302	-1,113 Reduced 50.45%	1,093 $68,000
Q2 2020 Aug 17, 2020	SELL	$53.94 - $68.94 $48,815 - $62,390	-905 Reduced 29.09%	2,206 $137,000
Q1 2020 May 15, 2020	BUY	$48.28 - $77.44 $12,214 - $19,592	253 Added 8.85%	3,111 $176,000
Q4 2019 Jan 27, 2020	SELL	$72.3 - $77.34 $1,229 - $1,314	-17 Reduced 0.59%	2,858 $0
Q3 2019 Oct 31, 2019	BUY	$73.41 - $74.68 $11,745 - $11,948	160 Added 5.89%	2,875 $0
Q2 2019 Jul 30, 2019	SELL	N/A	-745 Reduced 21.53%	2,715 $0
Q1 2019 Apr 24, 2019	BUY	N/A	485 Added 16.3%	3,460 $0
Q4 2018 Feb 14, 2019	BUY	N/A	15 Added 0.51%	2,975 $0
Q3 2018 Nov 15, 2018	BUY	N/A	90 Added 3.14%	2,960 $0
Q2 2018 Aug 13, 2018	SELL	N/A	-689 Reduced 19.36%	2,870 $0
Q1 2018 May 11, 2018	BUY	N/A	1,062 Added 42.53%	3,559 $0
Q4 2017 Feb 16, 2018	BUY	N/A	2,497	2,497 $0

Others Institutions Holding DHS

# of Institutions

219

Shares Held

5.91M

Call Options Held

0

Put Options Held

0

About WISDOMTREE TR U.S

Ticker DHS
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