Heritage Wealth Advisors Wisdomtree Tr Intl Small Cap D Transaction History

Heritage Wealth Advisors

  • $2.72 Billion
  • Q1 2024

A detailed history of Heritage Wealth Advisors transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Heritage Wealth Advisors holds 3,469 shares of DLS stock, worth $220,073. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,469
Previous 140 2377.86%
Holding current value
$220,073
Previous $8,000 2725.0%
% of portfolio
0.01%
Previous 0.0%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
BUY
$61.35 - $65.41 $204,234 - $217,749
3,329 Added 2377.86%
3,469 $226,000
Q4 2023

Feb 09, 2024
BUY
$53.89 - $64.06 $53 - $64
1 Added 0.72%
140 $8,000
Q3 2023

Nov 08, 2023
BUY
$57.26 - $62.05 $57 - $62
1 Added 0.72%
139 $7,000
Q2 2023

Aug 09, 2023
BUY
$58.34 - $62.61 $175 - $187
3 Added 2.22%
138 $8,000
Q1 2023

May 04, 2023
BUY
$58.15 - $63.87 $58 - $63
1 Added 0.75%
135 $8,000
Q4 2022

Feb 06, 2023
BUY
$52.93 - $59.46 $105 - $118
2 Added 1.52%
134 $7,000
Q3 2022

Nov 10, 2022
BUY
N/A
1 Added 0.76%
132 $7,000
Q2 2022

Aug 04, 2022
BUY
N/A
3 Added 2.34%
131 $8,000
Q1 2022

May 11, 2022
BUY
N/A
1 Added 0.79%
128 $9,000
Q4 2021

Feb 02, 2022
BUY
N/A
1 Added 0.79%
127 $0
Q3 2021

Nov 02, 2021
BUY
N/A
1 Added 0.8%
126 $0
Q2 2021

Aug 09, 2021
BUY
N/A
2 Added 1.63%
125 $0
Q4 2020

Feb 01, 2021
BUY
N/A
1 Added 0.82%
123 $8,000
Q2 2020

Jul 17, 2020
SELL
N/A
-5 Reduced 3.94%
122 $0
Q2 2020

Jul 17, 2020
BUY
N/A
7 Added 5.83%
127 $6,000
Q1 2020

May 05, 2020
BUY
N/A
1 Added 0.84%
120 $0
Q4 2019

Feb 04, 2020
BUY
N/A
1 Added 0.85%
119 $0
Q3 2019

Oct 30, 2019
SELL
N/A
-737 Reduced 86.2%
118 $7,000
Q2 2019

Aug 05, 2019
BUY
N/A
739 Added 637.07%
855 $0
Q1 2019

May 06, 2019
BUY
N/A
1 Added 0.87%
116 $0
Q4 2018

Jan 28, 2019
BUY
N/A
1 Added 0.88%
115 $6,000
Q3 2018

Nov 14, 2018
BUY
N/A
114 New
114 $8,000

Others Institutions Holding DLS

# of Institutions
215
Shares Held
6.67M
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
Track This Portfolio

Track Heritage Wealth Advisors Portfolio

Follow Heritage Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Heritage Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email