Sequoia Financial Advisors, LLC Wisdomtree Tr U.S Transaction History

Sequoia Financial Advisors, LLC

$8.93 Billion
Q3 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Wisdomtree Tr U.S stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 3,332 shares of DHS stock, worth $316,006. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,332

Previous 3,314 0.54%

Holding current value

$316,006

Previous $280,000 11.43%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$83.9 - $93.83 $1,510 - $1,688	18 Added 0.54%	3,332 $312,000
Q2 2024 Jul 15, 2024	SELL	$81.94 - $87.24 $20,730 - $22,071	-253 Reduced 7.09%	3,314 $280,000
Q1 2024 Apr 30, 2024	BUY	$79.77 - $86.66 $1,276 - $1,386	16 Added 0.45%	3,567 $309,000
Q4 2023 Jan 25, 2024	SELL	$73.7 - $83.0 $3,095 - $3,486	-42 Reduced 1.17%	3,551 $291,000
Q3 2023 Nov 08, 2023	BUY	$77.8 - $83.01 $1,711 - $1,826	22 Added 0.62%	3,593 $280,000
Q2 2023 Aug 08, 2023	BUY	$76.29 - $83.88 $1,678 - $1,845	22 Added 0.62%	3,571 $284,000
Q1 2023 Apr 24, 2023	BUY	$78.69 - $89.17 $1,731 - $1,961	22 Added 0.62%	3,549 $291,000
Q4 2022 Jan 17, 2023	BUY	$77.6 - $89.39 $21,728 - $25,029	280 Added 8.62%	3,527 $0
Q3 2022 Oct 26, 2022	BUY	$75.81 - $87.12 $1,061 - $1,219	14 Added 0.43%	3,247 $246,000
Q2 2022 Jul 22, 2022	BUY	$80.0 - $91.19 $5,600 - $6,383	70 Added 2.21%	3,233 $266,000
Q1 2022 May 13, 2022	BUY	$82.52 - $88.81 $261,010 - $280,906	3,163 New	3,163 $279,000

Others Institutions Holding DHS

# of Institutions

218

Shares Held

5.84M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S

Ticker DHS
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Sequoia Financial Advisors, LLC Wisdomtree Tr U.S Transaction History