Glassman Wealth Services Wisdomtree Tr Intl Small Cap D Transaction History

Glassman Wealth Services

$650 Million
Q2 2025

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 06, 2023	SELL	$50.78 - $59.46 $2,132 - $2,497	-42 Reduced 95.45%	2 $0
Q2 2022 Aug 04, 2022	BUY	$58.38 - $69.47 $116 - $138	2 Added 4.76%	44 $3,000
Q1 2022 Aug 23, 2022	BUY	$64.07 - $74.35 $2,690 - $3,122	42 New	42 $3,000
Q4 2021 Feb 14, 2022	SELL	$70.11 - $76.05 $2,944 - $3,194	-42 Closed	0 $0
Q2 2021 Aug 04, 2021	BUY	$73.07 - $77.75 $3,068 - $3,265	42 New	42 $3,000
Q1 2021 May 05, 2021	SELL	$67.48 - $73.47 $153,786 - $167,438	-2,279 Closed	0 $0
Q3 2020 Nov 09, 2020	BUY	$55.74 - $61.54 $127,031 - $140,249	2,279 New	2,279 $137,000
Q1 2019 May 10, 2019	SELL	N/A	-555 Closed	0 $0
Q3 2018 Nov 13, 2018	SELL	N/A	-804 Reduced 59.16%	555 $39,000
Q2 2018 Aug 09, 2018	BUY	N/A	1,359 New	1,359 $98,000

Others Institutions Holding DLS

# of Institutions

218

Shares Held

5.2M

Call Options Held

0

Put Options Held

0

Savant Capital, LLC

763K
Shares

$59.4 Million
0.37% of portfolio
Bip Wealth, LLC Atlanta, GA

275K
Shares

$21.4 Million
1.27% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

200K
Shares

$15.6 Million
1.28% of portfolio
Bank Of America Corp Charlotte, NC

197K
Shares

$15.3 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

178K
Shares

$13.9 Million
0.01% of portfolio

About WISDOMTREE TR INTL SMALL CAP D

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