Capital Advisors Wealth Management, LLC Wisdomtree Tr U.S Transaction History

Capital Advisors Wealth Management, LLC

  • $681 Million
  • Q3 2025

A detailed history of Capital Advisors Wealth Management, LLC transactions in Wisdomtree Tr U.S stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 3,726 shares of DHS stock, worth $375,319. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,726
Previous 3,697 0.78%
Holding current value
$375,319
Previous $354,000 5.93%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 15, 2025
BUY
$96.42 - $101.82 $2,796 - $2,952
29 Added 0.78%
3,726 $375,000
Q2 2025

Aug 13, 2025
BUY
$87.71 - $98.37 $11,753 - $13,181
134 Added 3.76%
3,697 $354,000
Q1 2025

Apr 24, 2025
BUY
$91.55 - $99.74 $1,922 - $2,094
21 Added 0.59%
3,563 $353,000
Q4 2024

Jan 14, 2025
BUY
$92.66 - $100.58 $9,914 - $10,762
107 Added 3.11%
3,542 $330,000
Q3 2024

Oct 15, 2024
BUY
$83.9 - $93.83 $2,433 - $2,721
29 Added 0.85%
3,435 $322,000
Q2 2024

Jul 16, 2024
BUY
$81.94 - $87.24 $2,949 - $3,140
36 Added 1.07%
3,406 $288,000
Q1 2024

Apr 12, 2024
BUY
$79.77 - $86.66 $1,754 - $1,906
22 Added 0.66%
3,370 $292,000
Q4 2023

Jan 08, 2024
BUY
$73.7 - $83.0 $24,026 - $27,058
326 Added 10.79%
3,348 $275,000
Q3 2023

Oct 10, 2023
SELL
$77.8 - $83.01 $13,070 - $13,945
-168 Reduced 5.27%
3,022 $235,000
Q2 2023

Jul 11, 2023
SELL
$76.29 - $83.88 $7,094 - $7,800
-93 Reduced 2.83%
3,190 $253,000
Q1 2023

Apr 14, 2023
BUY
$78.69 - $89.17 $4,170 - $4,726
53 Added 1.64%
3,283 $270,000
Q4 2022

Feb 09, 2023
BUY
$77.6 - $89.39 $2,483 - $2,860
32 Added 1.0%
3,230 $277,000
Q3 2022

Nov 14, 2022
SELL
$75.81 - $87.12 $12,584 - $14,461
-166 Reduced 4.93%
3,198 $242,000
Q2 2022

Aug 04, 2022
BUY
$80.0 - $91.19 $2,960 - $3,374
37 Added 1.11%
3,364 $277,000
Q1 2022

May 09, 2022
BUY
$82.52 - $88.81 $825 - $888
10 Added 0.3%
3,327 $293,000
Q4 2021

Feb 04, 2022
SELL
$76.78 - $82.54 $154,327 - $165,905
-2,010 Reduced 37.73%
3,317 $274,000
Q3 2021

Nov 12, 2021
SELL
$76.98 - $81.05 $230 - $243
-3 Reduced 0.06%
5,327 $410,000
Q2 2021

Aug 13, 2021
SELL
$76.59 - $80.99 $18,228 - $19,275
-238 Reduced 4.27%
5,330 $417,000
Q1 2021

Apr 20, 2021
BUY
$68.47 - $76.8 $381,240 - $427,622
5,568 New
5,568 $425,000

Others Institutions Holding DHS

# of Institutions
267
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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