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 $2.8 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares

38,767

Previous 39,477 1.8%

Holding current value

$2.8 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

215

Shares Held

5.35M

Call Options Held

Put Options Held

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About WISDOMTREE TR INTL SMALL CAP D

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