Berger Financial Group, Inc Wisdomtree Tr Intl Small Cap D Transaction History

Berger Financial Group, Inc

$1.22 Billion
Q4 2024

A detailed history of Berger Financial Group, Inc transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Berger Financial Group, Inc holds 4,160 shares of DLS stock, worth $275,225. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,160

Previous 4,160 -0.0%

Holding current value

$275,225

Previous $287,000 9.06%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 07, 2024	SELL	$53.89 - $64.06 $33,411 - $39,717	-620 Reduced 12.97%	4,160 $265,000
Q4 2022 Jan 30, 2023	BUY	$50.78 - $59.46 $507 - $594	10 Added 0.21%	4,780 $277,000
Q3 2022 Oct 27, 2022	SELL	$51.06 - $62.46 $57,595 - $70,454	-1,128 Reduced 19.13%	4,770 $245,000
Q1 2022 May 10, 2022	SELL	$64.07 - $74.35 $31,073 - $36,059	-485 Reduced 7.6%	5,898 $405,000
Q4 2021 Jan 26, 2022	SELL	$70.11 - $76.05 $15,073 - $16,350	-215 Reduced 3.26%	6,383 $470,000
Q3 2021 Oct 28, 2021	BUY	$72.88 - $79.21 $48,538 - $52,753	666 Added 11.23%	6,598 $490,000
Q4 2020 Feb 02, 2021	BUY	$58.19 - $68.24 $345,183 - $404,799	5,932 New	5,932 $404,000

Others Institutions Holding DLS

# of Institutions

211

Shares Held

5.5M

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 Berger Financial Group, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Berger Financial Group, Inc with notifications on news.

Account

Berger Financial Group, Inc Wisdomtree Tr Intl Small Cap D Transaction History