Beacon Pointe Advisors, LLC Wisdomtree Tr U.S Transaction History

Beacon Pointe Advisors, LLC

  • $11.3 Billion
  • Q3 2025

A detailed history of Beacon Pointe Advisors, LLC transactions in Wisdomtree Tr U.S stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 8,895 shares of DHS stock, worth $895,993. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,895
Previous 4,845 83.59%
Holding current value
$895,993
Previous $465,000 92.69%
% of portfolio
0.01%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$96.42 - $101.82 $390,501 - $412,371
4,050 Added 83.59%
8,895 $896,000
Q1 2025

May 13, 2025
BUY
$91.55 - $99.74 $36,162 - $39,397
395 Added 8.88%
4,845 $480,000
Q1 2024

May 14, 2024
SELL
$79.77 - $86.66 $7,338 - $7,972
-92 Reduced 2.03%
4,450 $385,000
Q4 2023

Feb 08, 2024
BUY
$73.7 - $83.0 $3,242 - $3,652
44 Added 0.98%
4,542 $373,000
Q3 2023

Nov 14, 2023
BUY
$77.8 - $83.01 $349,944 - $373,378
4,498 New
4,498 $351,000

Others Institutions Holding DHS

# of Institutions
266
Shares Held
6.82M
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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