Avantax Advisory Services, Inc. Wisdomtree Tr Intl Small Cap D Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 6,712 shares of DLS stock, worth $430,306. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,712

Previous 6,547 2.52%

Holding current value

$430,306

Previous $415,000 11.57%

% of portfolio

0.0%

Previous 0.0%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$61.97 - $69.37 $10,225 - $11,446	165 Added 2.52%	6,712 $463,000
Q2 2024 Aug 09, 2024	BUY	$62.48 - $66.89 $56,794 - $60,803	909 Added 16.12%	6,547 $415,000
Q1 2024 May 08, 2024	BUY	$61.35 - $65.41 $306 - $327	5 Added 0.09%	5,638 $367,000
Q4 2023 Feb 07, 2024	BUY	$53.89 - $64.06 $79,595 - $94,616	1,477 Added 35.54%	5,633 $359,000
Q3 2023 Nov 07, 2023	BUY	$57.26 - $62.05 $29,431 - $31,893	514 Added 14.11%	4,156 $238,000
Q2 2023 Aug 11, 2023	SELL	$58.34 - $62.61 $26,953 - $28,925	-462 Reduced 11.26%	3,642 $216,000
Q1 2023 Apr 28, 2023	SELL	$58.15 - $63.87 $141,537 - $155,459	-2,434 Reduced 37.23%	4,104 $250,000
Q4 2022 Feb 13, 2023	BUY	$50.78 - $59.46 $331,999 - $388,749	6,538 New	6,538 $378,000
Q1 2022 Apr 27, 2022	SELL	$64.07 - $74.35 $4.89 Million - $5.67 Million	-76,296 Closed	0 $0
Q4 2021 Jan 24, 2022	SELL	$70.11 - $76.05 $65,202 - $70,726	-930 Reduced 1.2%	76,296 $5.62 Million
Q3 2021 Oct 21, 2021	BUY	$72.88 - $79.21 $63,259 - $68,754	868 Added 1.14%	77,226 $5.74 Million
Q2 2021 Jul 29, 2021	BUY	$73.07 - $77.75 $142,778 - $151,923	1,954 Added 2.63%	76,358 $5.69 Million
Q1 2021 May 13, 2021	BUY	$67.48 - $73.47 $195,759 - $213,136	2,901 Added 4.06%	74,404 $5.38 Million
Q4 2020 Jan 22, 2021	SELL	$58.19 - $68.24 $652,659 - $765,379	-11,216 Reduced 13.56%	71,503 $4.86 Million
Q3 2020 Oct 14, 2020	BUY	$55.74 - $61.54 $472,452 - $521,613	8,476 Added 11.42%	82,719 $4.96 Million
Q2 2020 Aug 06, 2020	BUY	$44.96 - $59.68 $160,642 - $213,236	3,573 Added 5.06%	74,243 $4.13 Million
Q1 2020 Apr 30, 2020	SELL	$42.11 - $71.71 $67,123 - $114,305	-1,594 Reduced 2.21%	70,670 $3.4 Million
Q4 2019 Feb 14, 2020	BUY	$62.06 - $71.66 $4.48 Million - $5.18 Million	72,264 New	72,264 $5.13 Million

Others Institutions Holding DLS

# of Institutions

204

Shares Held

5.32M

Call Options Held

Put Options Held

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About WISDOMTREE TR INTL SMALL CAP D

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Avantax Advisory Services, Inc. Wisdomtree Tr Intl Small Cap D Transaction History