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

Congress Wealth Management LLC

  • $7.9 Billion
  • Q1 2025

A detailed history of Congress Wealth Management LLC transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Congress Wealth Management LLC holds 110,548 shares of DLS stock, worth $8.28 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
110,548
Previous 102,792 7.55%
Holding current value
$8.28 Million
Previous $6.47 Million 12.77%
% of portfolio
0.09%
Previous 0.09%

Shares

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

May 14, 2025
BUY
$61.2 - $68.24 $474,667 - $529,269
7,756 Added 7.55%
110,548 $7.3 Million
Q4 2024

Feb 11, 2025
BUY
$62.71 - $68.47 $52,864 - $57,720
843 Added 0.83%
102,792 $6.47 Million
Q3 2024

Nov 12, 2024
BUY
$61.97 - $69.37 $6.32 Million - $7.07 Million
101,949 New
101,949 $7.04 Million

Others Institutions Holding DLS

# of Institutions
220
Shares Held
5.29M
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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