Bannerman Wealth Management Group, LLC Wisdomtree Tr Intl Small Cap D Transaction History

Bannerman Wealth Management Group, LLC

  • $136 Billion
  • Q3 2025

A detailed history of Bannerman Wealth Management Group, LLC transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Bannerman Wealth Management Group, LLC holds 3,816 shares of DLS stock, worth $299,975. This represents 0.22% of its overall portfolio holdings.

Number of Shares
3,816
Previous 3,994 4.46%
Holding current value
$299,975
Previous $300 Million 1.14%
% of portfolio
0.22%
Previous 0.23%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
SELL
$74.73 - $80.82 $13,301 - $14,385
-178 Reduced 4.46%
3,816 $303 Million
Q2 2025

Jul 15, 2025
SELL
$59.57 - $75.11 $11,735 - $14,796
-197 Reduced 4.7%
3,994 $300 Million
Q1 2025

Apr 15, 2025
BUY
$61.2 - $68.24 $4,039 - $4,503
66 Added 1.6%
4,191 $277 Million
Q4 2024

Mar 07, 2025
BUY
$62.71 - $68.47 $258,678 - $282,438
4,125 New
4,125 $260 Million

Others Institutions Holding DLS

# of Institutions
220
Shares Held
5.11M
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
Track This Portfolio

Track Bannerman Wealth Management Group, LLC Portfolio

Follow Bannerman Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bannerman Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bannerman Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email