Tfc Financial Management Wisdomtree Tr U.S Transaction History

Tfc Financial Management

$650 Million
Q1 2025

A detailed history of Tfc Financial Management transactions in Wisdomtree Tr U.S stock. As of the latest transaction made, Tfc Financial Management holds 4,630 shares of DHS stock, worth $427,302. This represents 0.07% of its overall portfolio holdings.

Number of Shares

4,630

Holding current value

$427,302

% of portfolio

0.07%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 24, 2025	BUY	$91.55 - $99.74 $423,876 - $461,796	4,630 New	4,630 $459,000

Others Institutions Holding DHS

# of Institutions

243

Shares Held

6.21M

Call Options Held

Put Options Held

Cwm, LLC

879K
Shares

$81.1 Million
0.34% of portfolio
Wells Fargo & Company San Francisco, CA

490K
Shares

$45.2 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

388K
Shares

$35.9 Million
0.02% of portfolio
Linscomb & Williams, Inc. Houston, TX

360K
Shares

$33.2 Million
1.7% of portfolio
Cetera Investment Advisers Schaumburg, IL

351K
Shares

$32.4 Million
0.07% of portfolio

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About WISDOMTREE TR U.S

Ticker DHS
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Tfc Financial Management Wisdomtree Tr U.S Transaction History