Wealthspire Advisors, LLC Wisdomtree Tr Intl Small Cap D Transaction History

Wealthspire Advisors, LLC

  • $9.93 Billion
  • Q4 2024

A detailed history of Wealthspire Advisors, LLC transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 4,001 shares of DLS stock, worth $267,306. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,001
Previous 7,981 49.87%
Holding current value
$267,306
Previous $551,000 54.45%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Feb 03, 2025
SELL
$62.71 - $68.47 $249,585 - $272,510
-3,980 Reduced 49.87%
4,001 $251,000
Q3 2024

Nov 13, 2024
BUY
$61.97 - $69.37 $494,582 - $553,641
7,981 New
7,981 $551,000
Q1 2022

May 09, 2022
SELL
$64.07 - $74.35 $495,068 - $574,502
-7,727 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
$70.11 - $76.05 $280 - $304
4 Added 0.05%
7,727 $569,000
Q3 2021

Nov 15, 2021
BUY
$72.88 - $79.21 $218 - $237
3 Added 0.04%
7,723 $573,000
Q2 2021

Aug 13, 2021
BUY
$73.07 - $77.75 $564,100 - $600,230
7,720 New
7,720 $577,000
Q2 2020

Aug 14, 2020
SELL
$44.96 - $59.68 $390,297 - $518,082
-8,681 Closed
0 $0
Q1 2020

May 12, 2020
BUY
$42.11 - $71.71 $365,556 - $622,514
8,681 New
8,681 $417,000

Others Institutions Holding DLS

# of Institutions
215
Shares Held
5.51M
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
Track This Portfolio

Track Wealthspire Advisors, LLC Portfolio

Follow Wealthspire Advisors, 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 Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email