Family Wealth Partners, LLC Wisdomtree Tr Intl Small Cap D Transaction History

Family Wealth Partners, LLC

  • $210 Billion
  • Q4 2024

A detailed history of Family Wealth Partners, LLC transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Family Wealth Partners, LLC holds 39,477 shares of DLS stock, worth $2.61 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares
39,477
Previous 35,700 10.58%
Holding current value
$2.61 Million
Previous $2.47 Billion 0.81%
% of portfolio
1.18%
Previous 1.26%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$62.71 - $68.47 $236,855 - $258,611
3,777 Added 10.58%
39,477 $2.49 Billion
Q3 2024

Oct 09, 2024
SELL
$61.97 - $69.37 $134,598 - $150,671
-2,172 Reduced 5.74%
35,700 $2.47 Billion
Q2 2024

Jul 10, 2024
BUY
$62.48 - $66.89 $98,343 - $105,284
1,574 Added 4.34%
37,872 $2.4 Billion
Q1 2024

Apr 16, 2024
SELL
$61.35 - $65.41 $55,767 - $59,457
-909 Reduced 2.44%
36,298 $2.37 Billion
Q4 2023

Mar 20, 2024
BUY
$53.89 - $64.06 $2.01 Million - $2.38 Million
37,207 New
37,207 $2.38 Billion

Others Institutions Holding DLS

# of Institutions
210
Shares Held
5.57M
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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