A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 7,247 shares of DLS stock, worth $461,488. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,247
Previous 8,432 14.05%
Holding current value
$461,488
Previous $534,000 6.37%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

SELL
$61.97 - $69.37 $73,434 - $82,203
-1,185 Reduced 14.05%
7,247 $500,000
Q2 2024

Jul 16, 2024

BUY
$62.48 - $66.89 $217,492 - $232,844
3,481 Added 70.31%
8,432 $534,000
Q1 2024

Apr 15, 2024

SELL
$61.35 - $65.41 $1,717 - $1,831
-28 Reduced 0.56%
4,951 $322,000
Q4 2023

Jan 30, 2024

SELL
$53.89 - $64.06 $41,064 - $48,813
-762 Reduced 13.27%
4,979 $317,000
Q3 2023

Nov 13, 2023

BUY
$57.26 - $62.05 $328,729 - $356,229
5,741 New
5,741 $329,000

Others Institutions Holding DLS

About WISDOMTREE TR INTL SMALL CAP D


  • Ticker DLS
  • Sector ETFs
  • Industry ETFs
More about DLS
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.