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

Epg Wealth Management LLC

$396 Billion
Q3 2024

A detailed history of Epg Wealth Management LLC transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Epg Wealth Management LLC holds 57 shares of DLS stock, worth $3,654. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 0 Infinity%

Holding current value

$3,654

Previous $0 Infinity%

% of portfolio

0.0%

Previous 100.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$61.97 - $69.37 $3,532 - $3,954	57 New	57 $3.94 Million
Q2 2024 Aug 13, 2024	SELL	$62.48 - $66.89 $3,686 - $3,946	-59 Closed	0 $0
Q3 2023 Nov 13, 2023	SELL	$57.26 - $62.05 $114 - $124	-2 Reduced 3.28%	59 $3,000
Q2 2023 Aug 15, 2023	SELL	$58.34 - $62.61 $1,283 - $1,377	-22 Reduced 26.51%	61 $3,000
Q1 2023 May 15, 2023	BUY	$58.15 - $63.87 $3,314 - $3,640	57 Added 219.23%	83 $5,000
Q3 2022 Nov 15, 2022	BUY	$51.06 - $62.46 $1,327 - $1,623	26 New	26 $1,000
Q2 2022 Aug 15, 2022	SELL	$58.38 - $69.47 $3,035 - $3,612	-52 Closed	0 $0
Q1 2022 May 10, 2022	BUY	$64.07 - $74.35 $1,665 - $1,933	26 Added 100.0%	52 $4,000
Q3 2021 Nov 15, 2021	BUY	$72.88 - $79.21 $1,894 - $2,059	26 New	26 $2,000

Others Institutions Holding DLS

# of Institutions

204

Shares Held

5.32M

Call Options Held

Put Options Held

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About WISDOMTREE TR INTL SMALL CAP D

Ticker DLS
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Epg Wealth Management LLC Wisdomtree Tr Intl Small Cap D Transaction History