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

Avantax Advisory Services, Inc.

  • $11.1 Billion
  • Q1 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 5,638 shares of DLS stock, worth $358,407. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,638
Previous 5,633 0.09%
Holding current value
$358,407
Previous $359,000 2.23%
% of portfolio
0.0%
Previous 0.0%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$52.93 - $59.46 $346,056 - $388,749
6,538 New
6,538 $378,000
Q1 2022

Apr 27, 2022
SELL
N/A
-76,296 Closed
0 $0
Q4 2021

Jan 24, 2022
SELL
N/A
-930 Reduced 1.2%
76,296 $5.62 Million
Q3 2021

Oct 21, 2021
BUY
N/A
868 Added 1.14%
77,226 $5.74 Million
Q2 2021

Jul 29, 2021
BUY
N/A
1,954 Added 2.63%
76,358 $5.69 Million
Q1 2021

May 13, 2021
BUY
N/A
2,901 Added 4.06%
74,404 $5.38 Million
Q4 2020

Jan 22, 2021
SELL
N/A
-11,216 Reduced 13.56%
71,503 $4.86 Million
Q3 2020

Oct 14, 2020
BUY
N/A
8,476 Added 11.42%
82,719 $4.96 Million
Q2 2020

Aug 06, 2020
BUY
N/A
3,573 Added 5.06%
74,243 $4.13 Million
Q1 2020

Apr 30, 2020
SELL
N/A
-1,594 Reduced 2.21%
70,670 $3.4 Million
Q4 2019

Feb 14, 2020
BUY
N/A
72,264 New
72,264 $5.13 Million

Others Institutions Holding DLS

# of Institutions
215
Shares Held
6.67M
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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