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

Iht Wealth Management, LLC

  • $2.59 Billion
  • Q1 2024

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 11,156 shares of DLS stock, worth $707,736. This represents 0.03% of its overall portfolio holdings.

Number of Shares
11,156
Previous 12,605 11.5%
Holding current value
$707,736
Previous $804,000 9.58%
% of portfolio
0.03%
Previous 0.04%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$52.93 - $59.46 $126,661 - $142,287
2,393 Added 25.94%
11,617 $673,000
Q3 2022

Nov 22, 2022
BUY
N/A
5,154 Added 126.63%
9,224 $474,000
Q2 2022

Aug 15, 2022
BUY
N/A
194 Added 5.01%
4,070 $238,000
Q1 2022

May 16, 2022
BUY
N/A
3,876 New
3,876 $266,000
Q4 2021

Feb 14, 2022
SELL
N/A
-3,141 Closed
0 $0
Q3 2021

Nov 15, 2021
BUY
N/A
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
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
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