Morton Brown Family Wealth, LLC Wisdomtree Tr Intl Small Cap D Transaction History

Morton Brown Family Wealth, LLC

  • $281 Million
  • Q3 2024

A detailed history of Morton Brown Family Wealth, LLC transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 1,820 shares of DLS stock, worth $115,970. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,820
Previous 1,900 4.21%
Holding current value
$115,970
Previous $120,000 4.17%
% of portfolio
0.04%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
SELL
$61.97 - $69.37 $4,957 - $5,549
-80 Reduced 4.21%
1,820 $125,000
Q2 2024

Jul 30, 2024
SELL
$62.48 - $66.89 $3,311 - $3,545
-53 Reduced 2.71%
1,900 $120,000
Q1 2024

Apr 23, 2024
SELL
$61.35 - $65.41 $2,883 - $3,074
-47 Reduced 2.35%
1,953 $127,000
Q4 2021

Feb 11, 2022
BUY
$70.11 - $76.05 $140,220 - $152,100
2,000 New
2,000 $147,000

Others Institutions Holding DLS

# of Institutions
203
Shares Held
5.32M
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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