Ci Private Wealth, LLC Wisdomtree Tr Intl Small Cap D Transaction History

Ci Private Wealth, LLC

$69.4 Billion
Q3 2024

A detailed history of Ci Private Wealth, LLC transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Ci Private Wealth, LLC holds 28,826 shares of DLS stock, worth $1.84 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

28,826

Previous 28,781 0.16%

Holding current value

$1.84 Million

Previous $1.83 Million 9.04%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$61.97 - $69.37 $2,788 - $3,121	45 Added 0.16%	28,826 $1.99 Million
Q2 2024 Aug 13, 2024	SELL	$62.48 - $66.89 $6,560 - $7,023	-105 Reduced 0.36%	28,781 $1.83 Million
Q1 2024 May 09, 2024	SELL	$61.35 - $65.41 $6,503 - $6,933	-106 Reduced 0.37%	28,886 $1.88 Million
Q4 2023 Feb 09, 2024	BUY	$53.89 - $64.06 $34,274 - $40,742	636 Added 2.24%	28,992 $1.85 Million
Q3 2023 Nov 03, 2023	BUY	$57.26 - $62.05 $183,232 - $198,560	3,200 Added 12.72%	28,356 $1.63 Million
Q2 2023 Aug 10, 2023	SELL	$58.34 - $62.61 $227,409 - $244,053	-3,898 Reduced 13.42%	25,156 $1.5 Million
Q1 2023 May 15, 2023	BUY	$58.15 - $63.87 $153,632 - $168,744	2,642 Added 10.0%	29,054 $1.77 Million
Q4 2022 Feb 15, 2023	BUY	$50.78 - $59.46 $1.34 Million - $1.57 Million	26,412 New	26,412 $1.53 Million

Others Institutions Holding DLS

# of Institutions

204

Shares Held

5.33M

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 Ci Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ci Private Wealth, LLC with notifications on news.

Account

Ci Private Wealth, LLC Wisdomtree Tr Intl Small Cap D Transaction History