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 $6.15 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares

78,914

Previous 79,859 1.18%

Holding current value

$6.15 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

219

Shares Held

5.22M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR INTL SMALL CAP D

Ticker DLS
Sector ETFs
Industry ETFs

More about DLS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Great Point Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Great Point Wealth Advisors, LLC with notifications on news.

Account

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