Wealthspire Advisors, LLC Wisdomtree Tr Transaction History

Wealthspire Advisors, LLC

  • $9.71 Billion
  • Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 146,803 shares of DTH stock, worth $5.51 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
146,803
Previous 150,367 2.37%
Holding current value
$5.51 Million
Previous $5.77 Million 5.44%
% of portfolio
0.06%
Previous 0.07%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
$37.62 - $41.83 $134,077 - $149,082
-3,564 Reduced 2.37%
146,803 $6.08 Million
Q2 2024

Aug 08, 2024
SELL
$38.08 - $41.21 $291,159 - $315,091
-7,646 Reduced 4.84%
150,367 $5.77 Million
Q1 2024

May 06, 2024
SELL
$37.09 - $39.82 $725,257 - $778,640
-19,554 Reduced 11.01%
158,013 $6.26 Million
Q4 2023

Feb 06, 2024
SELL
$34.66 - $39.12 $1.42 Million - $1.6 Million
-40,843 Reduced 18.7%
177,567 $6.91 Million
Q3 2023

Nov 06, 2023
SELL
$35.8 - $38.54 $23.7 Million - $25.6 Million
-663,376 Reduced 75.23%
218,410 $7.91 Million
Q2 2023

Jul 31, 2023
SELL
$36.15 - $39.0 $1.52 Million - $1.64 Million
-42,167 Reduced 4.56%
881,786 $32.6 Million
Q1 2023

May 09, 2023
SELL
$35.99 - $39.12 $116,607 - $126,748
-3,240 Reduced 0.35%
923,953 $34.8 Million
Q4 2022

Feb 13, 2023
SELL
$30.01 - $36.51 $2.3 Million - $2.8 Million
-76,805 Reduced 7.65%
927,193 $33.3 Million
Q3 2022

Nov 14, 2022
SELL
$30.07 - $35.52 $1.97 Million - $2.33 Million
-65,646 Reduced 6.14%
1,003,998 $30.4 Million
Q2 2022

Aug 09, 2022
BUY
$34.57 - $40.19 $37 Million - $43 Million
1,069,644 New
1,069,644 $37 Million
Q4 2021

Feb 14, 2022
SELL
$36.83 - $39.04 $38.3 Million - $40.6 Million
-1,039,432 Closed
0 $0
Q3 2021

Nov 15, 2021
BUY
$37.89 - $40.59 $39.4 Million - $42.2 Million
1,039,432 New
1,039,432 $39.4 Million

Others Institutions Holding DTH

# of Institutions
81
Shares Held
5.47M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR

DTH Quotes by TradingView
  • Ticker DTH
  • Sector ETFs
  • Industry ETFs
More about DTH
Track This Portfolio

Track Wealthspire Advisors, LLC Portfolio

Follow Wealthspire Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email