Iht Wealth Management, LLC Wisdomtree Tr Intl Small Cap D Transaction History

Iht Wealth Management, LLC

  • $3.06 Billion
  • Q1 2025

A detailed history of Iht Wealth Management, LLC transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Iht Wealth Management, LLC holds 6,808 shares of DLS stock, worth $518,837. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,808
Previous 6,252 8.89%
Holding current value
$518,837
Previous $393,000 14.25%
% of portfolio
0.01%
Previous 0.01%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$61.2 - $68.24 $34,027 - $37,941
556 Added 8.89%
6,808 $449,000
Q4 2024

Feb 14, 2025
BUY
$62.71 - $68.47 $96,009 - $104,827
1,531 Added 32.43%
6,252 $393,000
Q3 2024

Nov 14, 2024
BUY
$61.97 - $69.37 $805 - $901
13 Added 0.28%
4,721 $325,000
Q2 2024

Aug 14, 2024
SELL
$62.48 - $66.89 $402,871 - $431,306
-6,448 Reduced 57.8%
4,708 $298,000
Q1 2024

May 15, 2024
SELL
$61.35 - $65.41 $88,896 - $94,779
-1,449 Reduced 11.5%
11,156 $727,000
Q4 2023

Feb 14, 2024
SELL
$53.89 - $64.06 $31,633 - $37,603
-587 Reduced 4.45%
12,605 $804,000
Q3 2023

Nov 14, 2023
SELL
$57.26 - $62.05 $51,591 - $55,907
-901 Reduced 6.39%
13,192 $758,000
Q2 2023

Aug 14, 2023
BUY
$58.34 - $62.61 $70,008 - $75,132
1,200 Added 9.31%
14,093 $837,000
Q1 2023

May 15, 2023
BUY
$58.15 - $63.87 $74,199 - $81,498
1,276 Added 10.98%
12,893 $785,000
Q4 2022

Feb 14, 2023
BUY
$50.78 - $59.46 $121,516 - $142,287
2,393 Added 25.94%
11,617 $673,000
Q3 2022

Nov 22, 2022
BUY
$51.06 - $62.46 $263,163 - $321,918
5,154 Added 126.63%
9,224 $474,000
Q2 2022

Aug 15, 2022
BUY
$58.38 - $69.47 $11,325 - $13,477
194 Added 5.01%
4,070 $238,000
Q1 2022

May 16, 2022
BUY
$64.07 - $74.35 $248,335 - $288,180
3,876 New
3,876 $266,000
Q4 2021

Feb 14, 2022
SELL
$70.11 - $76.05 $220,215 - $238,873
-3,141 Closed
0 $0
Q3 2021

Nov 15, 2021
BUY
$72.88 - $79.21 $228,916 - $248,798
3,141 New
3,141 $233,000
Q2 2018

Aug 13, 2018
SELL
N/A
-1,585 Closed
0 $0
Q3 2017

Nov 14, 2017
BUY
N/A
1,585
1,585 $117,000

Others Institutions Holding DLS

# of Institutions
219
Shares Held
5.26M
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
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