Family Wealth Partners, LLC Wisdomtree Tr Intl Small Cap D Transaction History

Family Wealth Partners, LLC

$219 Billion
Q1 2025

A detailed history of Family Wealth Partners, LLC transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Family Wealth Partners, LLC holds 38,767 shares of DLS stock, worth $2.59 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares

38,767

Previous 39,477 1.8%

Holding current value

$2.59 Million

Previous $2.49 Billion 2.96%

% of portfolio

1.17%

Previous 1.18%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$61.2 - $68.24 $43,452 - $48,450	-710 Reduced 1.8%	38,767 $2.56 Billion
Q4 2024 Jan 14, 2025	BUY	$62.71 - $68.47 $236,855 - $258,611	3,777 Added 10.58%	39,477 $2.49 Billion
Q3 2024 Oct 09, 2024	SELL	$61.97 - $69.37 $134,598 - $150,671	-2,172 Reduced 5.74%	35,700 $2.47 Billion
Q2 2024 Jul 10, 2024	BUY	$62.48 - $66.89 $98,343 - $105,284	1,574 Added 4.34%	37,872 $2.4 Billion
Q1 2024 Apr 16, 2024	SELL	$61.35 - $65.41 $55,767 - $59,457	-909 Reduced 2.44%	36,298 $2.37 Billion
Q4 2023 Mar 20, 2024	BUY	$53.89 - $64.06 $2.01 Million - $2.38 Million	37,207 New	37,207 $2.38 Billion

Others Institutions Holding DLS

# of Institutions

216

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 Family Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Family Wealth Partners, LLC with notifications on news.

Account

Family Wealth Partners, LLC Wisdomtree Tr Intl Small Cap D Transaction History