A detailed history of Iag Wealth Partners, LLC transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 4,227 shares of DLS stock, worth $269,175. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,227
Previous 4,227 -0.0%
Holding current value
$269,175
Previous $268,000 8.58%
% of portfolio
0.05%
Previous 0.05%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024

SELL
$62.48 - $66.89 $19,056 - $20,401
-305 Reduced 6.73%
4,227 $268,000
Q4 2023

Feb 02, 2024

SELL
$53.89 - $64.06 $80,188 - $95,321
-1,488 Reduced 24.72%
4,532 $289,000
Q3 2023

Oct 24, 2023

SELL
$57.26 - $62.05 $27,141 - $29,411
-474 Reduced 7.3%
6,020 $345,000
Q2 2023

Aug 10, 2023

SELL
$58.34 - $62.61 $150,692 - $161,721
-2,583 Reduced 28.46%
6,494 $386,000
Q1 2023

Apr 25, 2023

SELL
$58.15 - $63.87 $350,063 - $384,497
-6,020 Reduced 39.88%
9,077 $553,000
Q4 2022

Feb 08, 2023

SELL
$50.78 - $59.46 $106,028 - $124,152
-2,088 Reduced 12.15%
15,097 $875,000
Q3 2022

Oct 26, 2022

SELL
$51.06 - $62.46 $249,479 - $305,179
-4,886 Reduced 22.14%
17,185 $884,000
Q2 2022

Aug 03, 2022

BUY
$58.38 - $69.47 $657,825 - $782,787
11,268 Added 104.3%
22,071 $1.29 Million
Q1 2022

May 04, 2022

SELL
$64.07 - $74.35 $131,151 - $152,194
-2,047 Reduced 15.93%
10,803 $742,000
Q4 2021

Feb 14, 2022

BUY
$70.11 - $76.05 $3,575 - $3,878
51 Added 0.4%
12,850 $946,000
Q2 2021

Aug 04, 2021

SELL
$73.07 - $77.75 $88,341 - $93,999
-1,209 Reduced 8.63%
12,799 $956,000
Q1 2021

Apr 29, 2021

BUY
$67.48 - $73.47 $145,149 - $158,033
2,151 Added 18.14%
14,008 $1.01 Million
Q4 2020

Feb 11, 2021

BUY
$58.19 - $68.24 $77,858 - $91,305
1,338 Added 12.72%
11,857 $808,000
Q3 2020

Feb 11, 2021

SELL
$55.74 - $61.54 $15,830 - $17,477
-284 Reduced 2.63%
10,519 $631,000
Q2 2020

Feb 11, 2021

BUY
$44.96 - $59.68 $4,945 - $6,564
110 Added 1.03%
10,803 $601,000
Q1 2020

Feb 11, 2021

SELL
$42.11 - $71.71 $350,523 - $596,914
-8,324 Reduced 43.77%
10,693 $514,000
Q4 2019

Feb 11, 2021

BUY
$62.06 - $71.66 $1.18 Million - $1.36 Million
19,017 New
19,017 $1.35 Million

Others Institutions Holding DLS

About WISDOMTREE TR INTL SMALL CAP D


  • Ticker DLS
  • Sector ETFs
  • Industry ETFs
More about DLS
Track This Portfolio

Track Iag Wealth Partners, LLC Portfolio

Follow Iag Wealth Partners, LLC 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 Iag Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iag Wealth Partners, LLC with notifications on news.