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

Avantax Advisory Services, Inc.

  • $16 Billion
  • Q1 2025

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 9,949 shares of DLS stock, worth $723,292. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,949
Previous 9,545 4.23%
Holding current value
$723,292
Previous $600,000 9.33%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 06, 2025
BUY
$61.2 - $68.24 $24,724 - $27,568
404 Added 4.23%
9,949 $656,000
Q4 2024

Feb 07, 2025
BUY
$62.71 - $68.47 $177,657 - $193,975
2,833 Added 42.21%
9,545 $600,000
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
215
Shares Held
5.35M
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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