Beaird Harris Wealth Management, LLC Wisdomtree Tr Intl Small Cap D Transaction History

Beaird Harris Wealth Management, LLC

$1.08 Billion
Q4 2024

A detailed history of Beaird Harris Wealth Management, LLC transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 17,351 shares of DLS stock, worth $1.15 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

17,351

Previous 17,175 1.02%

Holding current value

$1.15 Million

Previous $1.19 Million 7.85%

% of portfolio

0.1%

Previous 0.11%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$62.71 - $68.47 $11,036 - $12,050	176 Added 1.02%	17,351 $1.09 Million
Q3 2024 Dec 02, 2024	SELL	$61.97 - $69.37 $60,048 - $67,219	-969 Reduced 5.34%	17,175 $1.19 Million
Q2 2024 Aug 15, 2024	SELL	$62.48 - $66.89 $159,448 - $170,703	-2,552 Reduced 12.33%	18,144 $1.15 Million
Q1 2024 May 15, 2024	SELL	$61.35 - $65.41 $17,852 - $19,034	-291 Reduced 1.39%	20,696 $1.35 Million
Q4 2023 Feb 27, 2024	SELL	$53.89 - $64.06 $40,848 - $48,557	-758 Reduced 3.49%	20,987 $1.34 Million
Q3 2023 Nov 15, 2023	SELL	$57.26 - $62.05 $18,380 - $19,918	-321 Reduced 1.45%	21,745 $1.25 Million
Q2 2023 Jul 26, 2023	SELL	$58.34 - $62.61 $179,745 - $192,901	-3,081 Reduced 12.25%	22,066 $1.31 Million
Q1 2023 Apr 24, 2023	SELL	$58.15 - $63.87 $6,222 - $6,834	-107 Reduced 0.42%	25,147 $1.53 Million
Q4 2022 Feb 14, 2023	SELL	$50.78 - $59.46 $437,368 - $512,128	-8,613 Reduced 25.43%	25,254 $1.46 Million
Q3 2022 Nov 02, 2022	SELL	$51.06 - $62.46 $182,590 - $223,356	-3,576 Reduced 9.55%	33,867 $1.74 Million
Q2 2022 Aug 12, 2022	SELL	$58.38 - $69.47 $24,986 - $29,733	-428 Reduced 1.13%	37,443 $2.19 Million
Q1 2022 May 27, 2022	SELL	$64.07 - $74.35 $44,656 - $51,821	-697 Reduced 1.81%	37,871 $2.6 Million
Q4 2021 May 17, 2022	BUY	$70.11 - $76.05 $2.7 Million - $2.93 Million	38,568 New	38,568 $2.84 Million

Others Institutions Holding DLS

# of Institutions

210

Shares Held

5.57M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR INTL SMALL CAP D

Ticker DLS
Sector ETFs
Industry ETFs

More about DLS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Beaird Harris Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaird Harris Wealth Management, LLC with notifications on news.

Account

Beaird Harris Wealth Management, LLC Wisdomtree Tr Intl Small Cap D Transaction History