A detailed history of Creative Financial Designs Inc transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Creative Financial Designs Inc holds 415 shares of DLS stock, worth $26,551. This represents 0.0% of its overall portfolio holdings.

Number of Shares
415
Previous 1,767 76.51%
Holding current value
$26,551
Previous $112,000 75.0%
% of portfolio
0.0%
Previous 0.01%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

SELL
$61.97 - $69.37 $83,783 - $93,788
-1,352 Reduced 76.51%
415 $28,000
Q2 2024

Aug 06, 2024

BUY
$62.48 - $66.89 $5,185 - $5,551
83 Added 4.93%
1,767 $112,000
Q1 2024

May 01, 2024

BUY
$61.35 - $65.41 $49,018 - $52,262
799 Added 90.28%
1,684 $109,000
Q4 2023

Jan 10, 2024

SELL
$53.89 - $64.06 $10,885 - $12,940
-202 Reduced 18.58%
885 $56,000
Q3 2023

Nov 14, 2023

BUY
$57.26 - $62.05 $916 - $992
16 Added 1.49%
1,087 $62,000
Q2 2023

Jul 26, 2023

BUY
$58.34 - $62.61 $10,559 - $11,332
181 Added 20.34%
1,071 $63,000
Q1 2023

Apr 25, 2023

BUY
$58.15 - $63.87 $116 - $127
2 Added 0.23%
890 $54,000
Q4 2022

Feb 01, 2023

SELL
$50.78 - $59.46 $2,691 - $3,151
-53 Reduced 5.63%
888 $51,000
Q3 2022

Nov 01, 2022

SELL
$51.06 - $62.46 $1,327 - $1,623
-26 Reduced 2.69%
941 $48,000
Q2 2022

Aug 01, 2022

BUY
$58.38 - $69.47 $1,401 - $1,667
24 Added 2.55%
967 $56,000
Q1 2022

Apr 15, 2022

BUY
$64.07 - $74.35 $14,607 - $16,951
228 Added 31.89%
943 $65,000
Q4 2021

Jan 26, 2022

SELL
$70.11 - $76.05 $2,313 - $2,509
-33 Reduced 4.41%
715 $53,000
Q3 2021

Oct 08, 2021

BUY
$72.88 - $79.21 $15,304 - $16,634
210 Added 39.03%
748 $56,000
Q2 2021

Jul 27, 2021

BUY
$73.07 - $77.75 $23,820 - $25,346
326 Added 153.77%
538 $40,000
Q4 2020

Jan 08, 2021

BUY
$58.19 - $68.24 $12,336 - $14,466
212 New
212 $14,000
Q1 2020

Apr 22, 2020

SELL
$42.11 - $71.71 $1,052 - $1,792
-25 Closed
0 $0
Q2 2018

Jul 13, 2018

BUY
N/A
25 New
25 $2,000

Others Institutions Holding DLS

About WISDOMTREE TR INTL SMALL CAP D


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