Total Wealth Planning, LLC Wisdomtree Tr Intl Small Cap D Transaction History

Total Wealth Planning, LLC

  • $604 Million
  • Q4 2024

A detailed history of Total Wealth Planning, LLC transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Total Wealth Planning, LLC holds 3,886 shares of DLS stock, worth $255,621. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,886
Previous 4,103 5.29%
Holding current value
$255,621
Previous $283,000 13.78%
% of portfolio
0.04%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
SELL
$62.71 - $68.47 $13,608 - $14,857
-217 Reduced 5.29%
3,886 $244,000
Q3 2023

Nov 08, 2023
BUY
$57.26 - $62.05 $234,937 - $254,591
4,103 New
4,103 $235,000

Others Institutions Holding DLS

# of Institutions
211
Shares Held
5.5M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR INTL SMALL CAP D

DLS Quotes by TradingView
  • Ticker DLS
  • Sector ETFs
  • Industry ETFs
More about DLS
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