Kathleen S. Wright Associates Inc. Wisdomtree Tr Intl Small Cap D Transaction History

Kathleen S. Wright Associates Inc.

  • $221 Million
  • Q2 2024

A detailed history of Kathleen S. Wright Associates Inc. transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 36,248 shares of DLS stock, worth $2.43 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares
36,248
Previous 44,505 18.55%
Holding current value
$2.43 Million
Previous $2.9 Million 20.78%
% of portfolio
1.04%
Previous 1.35%

Shares

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

Jul 17, 2024
SELL
$62.48 - $66.89 $515,897 - $552,310
-8,257 Reduced 18.55%
36,248 $2.3 Million
Q1 2024

Apr 17, 2024
SELL
$61.35 - $65.41 $92,147 - $98,245
-1,502 Reduced 3.26%
44,505 $2.9 Million
Q4 2023

Jan 31, 2024
SELL
$53.89 - $64.06 $89,888 - $106,852
-1,668 Reduced 3.5%
46,007 $2.94 Million
Q3 2023

Oct 20, 2023
BUY
$57.26 - $62.05 $22,331 - $24,199
390 Added 0.82%
47,675 $2.74 Million
Q2 2023

Jul 20, 2023
SELL
$58.34 - $62.61 $59,740 - $64,112
-1,024 Reduced 2.12%
47,285 $2.81 Million
Q1 2023

Apr 21, 2023
SELL
$58.15 - $63.87 $29,016 - $31,871
-499 Reduced 1.02%
48,309 $2.94 Million
Q4 2022

Feb 01, 2023
BUY
$52.93 - $59.46 $4,551 - $5,113
86 Added 0.18%
48,808 $2.83 Million
Q3 2022

Oct 18, 2022
BUY
N/A
9,398 Added 23.9%
48,722 $2.51 Million
Q2 2022

Jul 15, 2022
SELL
N/A
-317 Reduced 0.8%
39,324 $2.3 Million
Q1 2022

Apr 29, 2022
SELL
N/A
-740 Reduced 1.83%
39,641 $2.72 Million
Q4 2021

Feb 02, 2022
BUY
N/A
40,381 New
40,381 $2.97 Million

Others Institutions Holding DLS

# of Institutions
217
Shares Held
6.52M
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
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More about DLS
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