United Capital Financial Advisers, LLC Wisdomtree Tr U.S Transaction History

United Capital Financial Advisers, LLC

  • $12 Billion
  • Q1 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Wisdomtree Tr U.S stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 5,288 shares of DHS stock, worth $446,518. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,288
Previous 5,288 -0.0%
Holding current value
$446,518
Previous $434,000 5.53%
% of portfolio
0.0%
Previous 0.0%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024
SELL
$73.7 - $83.0 $274,901 - $309,590
-3,730 Reduced 41.36%
5,288 $434,000
Q3 2023

Nov 14, 2023
BUY
$77.8 - $83.01 $15,560 - $16,602
200 Added 2.27%
9,018 $703,000
Q2 2023

Aug 14, 2023
SELL
$76.29 - $83.88 $76,290 - $83,880
-1,000 Reduced 10.19%
8,818 $701,000
Q1 2023

Aug 14, 2023
BUY
$78.69 - $89.17 $78,690 - $89,170
1,000 Added 11.34%
9,818 $807,000
Q1 2023

May 15, 2023
BUY
$78.69 - $89.17 $320,661 - $363,367
4,075 Added 70.96%
9,818 $807,000
Q4 2022

Feb 14, 2023
BUY
$83.59 - $89.39 $17,135 - $18,324
205 Added 3.7%
5,743 $494,000
Q3 2022

Nov 14, 2022
BUY
N/A
650 Added 13.3%
5,538 $420,000
Q3 2021

Nov 15, 2021
SELL
N/A
-158 Reduced 3.13%
4,888 $376,000
Q2 2021

Aug 13, 2021
SELL
N/A
-450 Reduced 8.19%
5,046 $395,000
Q4 2020

Feb 17, 2021
SELL
N/A
-50 Reduced 0.9%
5,496 $381,000
Q3 2020

Nov 13, 2020
SELL
N/A
-156 Reduced 2.74%
5,546 $347,000
Q2 2020

Aug 13, 2020
BUY
N/A
164 Added 2.96%
5,702 $355,000
Q3 2019

Feb 14, 2020
BUY
N/A
5,538 New
5,538 $412,000
Q3 2019

Nov 14, 2019
SELL
N/A
-11,654 Closed
0 $0
Q2 2019

Aug 13, 2019
SELL
N/A
-1,400 Reduced 10.72%
11,654 $848,000
Q1 2019

May 14, 2019
SELL
N/A
-100 Reduced 0.76%
13,054 $946,000
Q3 2018

Nov 14, 2018
SELL
N/A
-1,300 Reduced 8.99%
13,154 $949,000
Q2 2018

Aug 14, 2018
BUY
N/A
1,316 Added 10.02%
14,454 $1.01 Million
Q4 2017

Feb 13, 2018
SELL
N/A
-1,100 Reduced 7.73%
13,138 $957,000
Q2 2017

Aug 14, 2017
BUY
N/A
14,238
14,238 $973,000

Others Institutions Holding DHS

# of Institutions
207
Shares Held
6.08M
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
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