A detailed history of Dowling & Yahnke LLC transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Dowling & Yahnke LLC holds 4,496 shares of DLS stock, worth $287,654. This represents 0.11% of its overall portfolio holdings.

Number of Shares
4,496
Previous 4,496 -0.0%
Holding current value
$287,654
Previous $262,000 11.83%
% of portfolio
0.11%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2020

Oct 19, 2020

SELL
$55.74 - $61.54 $11,148 - $12,308
-200 Reduced 4.26%
4,496 $269,000
Q2 2020

Jul 31, 2020

SELL
$44.96 - $59.68 $899 - $1,193
-20 Reduced 0.42%
4,696 $261,000
Q1 2020

May 15, 2020

BUY
$42.11 - $71.71 $18,317 - $31,193
435 Added 10.16%
4,716 $227,000
Q3 2019

Oct 29, 2019

BUY
$63.1 - $64.95 $2,271 - $2,338
36 Added 0.85%
4,281 $272,000
Q1 2019

Apr 30, 2019

SELL
N/A
-225 Reduced 5.03%
4,245 $279,000
Q1 2018

May 01, 2018

SELL
N/A
-340 Reduced 7.07%
4,470 $342,000
Q4 2017

Feb 02, 2018

SELL
N/A
-4,810 Closed
0 $0
Q3 2017

Nov 08, 2017

BUY
N/A
4,810
4,810 $356,000

Others Institutions Holding DLS

About WISDOMTREE TR INTL SMALL CAP D


  • Ticker DLS
  • Sector ETFs
  • Industry ETFs
More about DLS
Track This Portfolio

Track Dowling & Yahnke LLC Portfolio

Follow Dowling & Yahnke 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 Dowling & Yahnke LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dowling & Yahnke LLC with notifications on news.