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

Kingsview Wealth Management, LLC

$4.45 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 10, 2023	BUY	$58.34 - $62.61 $1.07 Million - $1.15 Million	18,395 New	18,395 $1.09 Million
Q2 2022 Aug 16, 2022	SELL	$58.38 - $69.47 $180,219 - $214,453	-3,087 Closed	0 $0
Q1 2022 Feb 08, 2024	BUY	$64.07 - $74.35 $192,338 - $223,198	3,002 New	3,002 $0
Q4 2021 Feb 17, 2022	SELL	$70.11 - $76.05 $30,918 - $33,538	-441 Reduced 12.5%	3,087 $227,000
Q2 2021 Aug 17, 2021	SELL	$73.07 - $77.75 $12,714 - $13,528	-174 Reduced 4.7%	3,528 $263,000
Q1 2021 May 24, 2021	SELL	$67.48 - $73.47 $2,024 - $2,204	-30 Reduced 0.8%	3,702 $271,000
Q4 2020 Feb 16, 2021	SELL	$58.19 - $68.24 $5,237 - $6,141	-90 Reduced 2.35%	3,732 $254,000
Q3 2020 Nov 19, 2020	SELL	$55.74 - $61.54 $80,711 - $89,109	-1,448 Reduced 27.48%	3,822 $229,000
Q2 2020 Aug 14, 2020	SELL	$44.96 - $59.68 $182,402 - $242,121	-4,057 Reduced 43.5%	5,270 $293,000
Q1 2020 May 11, 2020	BUY	$42.11 - $71.71 $392,759 - $668,839	9,327 New	9,327 $448,000

Others Institutions Holding DLS

# of Institutions

204

Shares Held

5.32M

Call Options Held

0

Put Options Held

0

About WISDOMTREE TR INTL SMALL CAP D

Ticker DLS
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Kingsview Wealth Management, LLC with notifications on news.