Ae Wealth Management LLC Wisdomtree Tr Intl Small Cap D Transaction History

Ae Wealth Management LLC

  • $10.4 Billion
  • Q1 2025

A detailed history of Ae Wealth Management LLC transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Ae Wealth Management LLC holds 1,591 shares of DLS stock, worth $122,968. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,591
Previous 1,746 8.88%
Holding current value
$122,968
Previous $109,000 3.67%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
SELL
$61.2 - $68.24 $9,486 - $10,577
-155 Reduced 8.88%
1,591 $105,000
Q4 2024

Feb 13, 2025
BUY
$62.71 - $68.47 $109,491 - $119,548
1,746 New
1,746 $109,000
Q4 2023

Feb 14, 2024
BUY
$53.89 - $64.06 $837,235 - $995,236
15,536 Added 18.19%
100,964 $6.45 Million
Q3 2023

Oct 11, 2023
BUY
$57.26 - $62.05 $176,647 - $191,424
3,085 Added 3.75%
85,428 $4.91 Million
Q2 2023

Jul 10, 2023
BUY
$58.34 - $62.61 $421,506 - $452,357
7,225 Added 9.62%
82,343 $4.9 Million
Q1 2023

Apr 14, 2023
BUY
$58.15 - $63.87 $338,491 - $371,787
5,821 Added 8.4%
75,118 $4.58 Million
Q4 2022

Jan 31, 2023
BUY
$50.78 - $59.46 $214,494 - $251,159
4,224 Added 6.49%
69,297 $4.02 Million
Q3 2022

Oct 25, 2022
BUY
$51.06 - $62.46 $991,840 - $1.21 Million
19,425 Added 42.55%
65,073 $3.35 Million
Q2 2022

Aug 03, 2022
BUY
$58.38 - $69.47 $1.77 Million - $2.1 Million
30,298 Added 197.38%
45,648 $2.67 Million
Q1 2022

Apr 18, 2022
BUY
$64.07 - $74.35 $718,801 - $834,132
11,219 Added 271.58%
15,350 $1.05 Million
Q4 2021

Jan 20, 2022
BUY
$70.11 - $76.05 $289,624 - $314,162
4,131 New
4,131 $304,000
Q3 2021

Nov 01, 2021
SELL
$72.88 - $79.21 $940,880 - $1.02 Million
-12,910 Closed
0 $0
Q2 2021

Jul 21, 2021
BUY
$73.07 - $77.75 $943,333 - $1 Million
12,910 New
12,910 $964,000

Others Institutions Holding DLS

# of Institutions
219
Shares Held
5.26M
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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