Great Point Wealth Advisors, LLC Wisdomtree Tr Intl Small Cap D Transaction History

Great Point Wealth Advisors, LLC

$455 Million
Q1 2025

A detailed history of Great Point Wealth Advisors, LLC transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Great Point Wealth Advisors, LLC holds 78,914 shares of DLS stock, worth $5.74 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares

78,914

Previous 79,859 1.18%

Holding current value

$5.74 Million

Previous $5.03 Million 3.6%

% of portfolio

1.15%

Previous 1.12%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	SELL	$61.2 - $68.24 $57,834 - $64,486	-945 Reduced 1.18%	78,914 $5.21 Million
Q4 2024 Jan 24, 2025	SELL	$62.71 - $68.47 $33,048 - $36,083	-527 Reduced 0.66%	79,859 $5.03 Million
Q3 2024 Oct 18, 2024	SELL	$61.97 - $69.37 $19,830 - $22,198	-320 Reduced 0.4%	80,386 $5.55 Million
Q2 2024 Jul 29, 2024	SELL	$62.48 - $66.89 $107,840 - $115,452	-1,726 Reduced 2.09%	80,706 $5.12 Million
Q1 2024 May 09, 2024	SELL	$61.35 - $65.41 $172,700 - $184,129	-2,815 Reduced 3.3%	82,432 $5.38 Million
Q4 2023 Jan 22, 2024	SELL	$53.89 - $64.06 $81,643 - $97,050	-1,515 Reduced 1.75%	85,247 $5.44 Million
Q3 2023 Oct 13, 2023	SELL	$57.26 - $62.05 $108,507 - $117,584	-1,895 Reduced 2.14%	86,762 $4.99 Million
Q2 2023 Aug 02, 2023	SELL	$58.34 - $62.61 $148,825 - $159,718	-2,551 Reduced 2.8%	88,657 $5.27 Million
Q1 2023 May 12, 2023	SELL	$58.15 - $63.87 $82,224 - $90,312	-1,414 Reduced 1.53%	91,208 $5.56 Million
Q4 2022 Feb 07, 2023	SELL	$50.78 - $59.46 $1.4 Million - $1.64 Million	-27,533 Reduced 22.91%	92,622 $5.37 Million
Q3 2022 Nov 09, 2022	SELL	$51.06 - $62.46 $173,604 - $212,364	-3,400 Reduced 2.75%	120,155 $6.18 Million
Q2 2022 Aug 25, 2022	SELL	$58.38 - $69.47 $516,838 - $615,017	-8,853 Reduced 6.69%	123,555 $7.21 Million
Q1 2022 May 03, 2022	SELL	$64.07 - $74.35 $176,961 - $205,354	-2,762 Reduced 2.04%	132,408 $9.09 Million
Q4 2021 Feb 09, 2022	SELL	$70.11 - $76.05 $103,412 - $112,173	-1,475 Reduced 1.08%	135,170 $9.96 Million
Q3 2021 Nov 03, 2021	SELL	$72.88 - $79.21 $6,413 - $6,970	-88 Reduced 0.06%	136,645 $10.1 Million
Q2 2021 Aug 12, 2021	SELL	$73.07 - $77.75 $6.21 Million - $6.61 Million	-85,038 Reduced 38.34%	136,733 $10.2 Million
Q1 2021 May 11, 2021	BUY	$67.48 - $73.47 $1.28 Million - $1.39 Million	18,928 Added 9.33%	221,771 $16 Million
Q4 2020 Jan 29, 2021	BUY	$58.19 - $68.24 $770,435 - $903,497	13,240 Added 6.98%	202,843 $13.8 Million
Q2 2020 Jul 24, 2020	BUY	$44.96 - $59.68 $805,458 - $1.07 Million	17,915 Added 10.43%	189,603 $10.5 Million
Q1 2020 May 13, 2020	BUY	$42.11 - $71.71 $7.23 Million - $12.3 Million	171,688 New	171,688 $8.25 Million

Others Institutions Holding DLS

# of Institutions

216

Shares Held

5.35M

Call Options Held

Put Options Held

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About WISDOMTREE TR INTL SMALL CAP D

Ticker DLS
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Great Point Wealth Advisors, LLC Wisdomtree Tr Intl Small Cap D Transaction History