Avantax Advisory Services, Inc. Wisdomtree Tr U.S Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Wisdomtree Tr U.S stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 4,111 shares of DHS stock, worth $414,101. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,111

Previous 3,869 6.25%

Holding current value

$414,101

Previous $383,000 2.87%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$87.71 - $98.37 $21,225 - $23,805	242 Added 6.25%	4,111 $394,000
Q1 2025 May 06, 2025	BUY	$91.55 - $99.74 $9,063 - $9,874	99 Added 2.63%	3,869 $383,000
Q4 2024 Feb 07, 2025	SELL	$92.66 - $100.58 $1,667 - $1,810	-18 Reduced 0.48%	3,770 $351,000
Q3 2024 Nov 13, 2024	BUY	$83.9 - $93.83 $6,628 - $7,412	79 Added 2.13%	3,788 $355,000
Q2 2024 Aug 09, 2024	BUY	$81.94 - $87.24 $113,568 - $120,914	1,386 Added 59.66%	3,709 $313,000

Q1 2024 May 08, 2024	BUY	$79.77 - $86.66 $185,305 - $201,311	2,323 New	2,323 $201,000
Q4 2020 Jan 22, 2021	SELL	$60.36 - $71.22 $1.19 Million - $1.41 Million	-19,748 Closed	0 $0
Q3 2020 Oct 14, 2020	BUY	$60.76 - $65.86 $1.2 Million - $1.3 Million	19,748 New	19,748 $1.24 Million

Others Institutions Holding DHS

# of Institutions

268

Shares Held

6.82M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S

Ticker DHS
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Industry ETFs

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Avantax Advisory Services, Inc. Wisdomtree Tr U.S Transaction History