Envestnet Portfolio Solutions, Inc. Wisdomtree Tr U.S Transaction History

Envestnet Portfolio Solutions, Inc.

$23.8 Billion
Q3 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Wisdomtree Tr U.S stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 14,142 shares of DHS stock, worth $1.42 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

14,142

Previous 12,465 13.45%

Holding current value

$1.42 Million

Previous $1.2 Million 19.06%

% of portfolio

0.01%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	BUY	$96.42 - $101.82 $161,696 - $170,752	1,677 Added 13.45%	14,142 $1.42 Million
Q2 2025 Jul 25, 2025	BUY	$87.71 - $98.37 $77,974 - $87,450	889 Added 7.68%	12,465 $1.2 Million
Q1 2025 Apr 21, 2025	SELL	$91.55 - $99.74 $717,752 - $781,961	-7,840 Reduced 40.38%	11,576 $1.15 Million
Q4 2024 Feb 10, 2025	BUY	$92.66 - $100.58 $150,943 - $163,844	1,629 Added 9.16%	19,416 $1.81 Million
Q3 2024 Oct 31, 2024	BUY	$83.9 - $93.83 $32,301 - $36,124	385 Added 2.21%	17,787 $1.67 Million

Q2 2024 Jul 16, 2024	BUY	$81.94 - $87.24 $390,935 - $416,222	4,771 Added 37.77%	17,402 $1.47 Million
Q1 2024 May 06, 2024	BUY	$79.77 - $86.66 $383,534 - $416,661	4,808 Added 61.46%	12,631 $1.09 Million
Q4 2023 Feb 07, 2024	BUY	$73.7 - $83.0 $40,019 - $45,069	543 Added 7.46%	7,823 $642,000
Q3 2023 Nov 13, 2023	BUY	$77.8 - $83.01 $566,384 - $604,312	7,280 New	7,280 $568,000

Others Institutions Holding DHS

# of Institutions

266

Shares Held

6.82M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR U.S

Ticker DHS
Sector ETFs
Industry ETFs

More about DHS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.

Account

Envestnet Portfolio Solutions, Inc. Wisdomtree Tr U.S Transaction History