Sequoia Financial Advisors, LLC Wisdomtree Tr U.S Transaction History

Sequoia Financial Advisors, LLC

$8.93 Billion
Q3 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Wisdomtree Tr U.S stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 3,332 shares of DHS stock, worth $314,140. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,332

Previous 3,314 0.54%

Holding current value

$314,140

Previous $280,000 11.43%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$83.9 - $93.83 $1,510 - $1,688	18 Added 0.54%	3,332 $312,000
Q2 2024 Jul 15, 2024	SELL	$81.94 - $87.24 $20,730 - $22,071	-253 Reduced 7.09%	3,314 $280,000
Q1 2024 Apr 30, 2024	BUY	$79.77 - $86.66 $1,276 - $1,386	16 Added 0.45%	3,567 $309,000
Q4 2023 Jan 25, 2024	SELL	$73.7 - $83.0 $3,095 - $3,486	-42 Reduced 1.17%	3,551 $291,000
Q3 2023 Nov 08, 2023	BUY	$77.8 - $83.01 $1,711 - $1,826	22 Added 0.62%	3,593 $280,000
Q2 2023 Aug 08, 2023	BUY	$76.29 - $83.88 $1,678 - $1,845	22 Added 0.62%	3,571 $284,000
Q1 2023 Apr 24, 2023	BUY	$78.69 - $89.17 $1,731 - $1,961	22 Added 0.62%	3,549 $291,000
Q4 2022 Jan 17, 2023	BUY	$77.6 - $89.39 $21,728 - $25,029	280 Added 8.62%	3,527 $0
Q3 2022 Oct 26, 2022	BUY	$75.81 - $87.12 $1,061 - $1,219	14 Added 0.43%	3,247 $246,000
Q2 2022 Jul 22, 2022	BUY	$80.0 - $91.19 $5,600 - $6,383	70 Added 2.21%	3,233 $266,000
Q1 2022 May 13, 2022	BUY	$82.52 - $88.81 $261,010 - $280,906	3,163 New	3,163 $279,000

Others Institutions Holding DHS

# of Institutions

223

Shares Held

5.72M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR U.S

Ticker DHS
Sector ETFs
Industry ETFs

More about DHS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sequoia Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequoia Financial Advisors, LLC with notifications on news.

Account

Sequoia Financial Advisors, LLC Wisdomtree Tr U.S Transaction History