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

Northern Oak Wealth Management Inc

$857 Million
Q3 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

223

Shares Held

5.72M

Call Options Held

0

Put Options Held

0

About WISDOMTREE TR U.S

Ticker DHS
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Northern Oak Wealth Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Northern Oak Wealth Management Inc with notifications on news.