A detailed history of Neumann Capital Management, LLC transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Neumann Capital Management, LLC holds 70,389 shares of DLS stock, worth $4.47 Million. This represents 1.64% of its overall portfolio holdings.

Number of Shares
70,389
Previous 61,380 14.68%
Holding current value
$4.47 Million
Previous $3.92 Million 17.12%
% of portfolio
1.64%
Previous 1.56%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

BUY
$61.35 - $65.41 $552,702 - $589,278
9,009 Added 14.68%
70,389 $4.59 Million
Q4 2023

Feb 07, 2024

SELL
$53.89 - $64.06 $189,585 - $225,363
-3,518 Reduced 5.42%
61,380 $3.92 Million
Q3 2023

Nov 03, 2023

BUY
$57.26 - $62.05 $104,785 - $113,551
1,830 Added 2.9%
64,898 $3.73 Million
Q2 2023

Aug 10, 2023

SELL
$58.34 - $62.61 $99,878 - $107,188
-1,712 Reduced 2.64%
63,068 $3.75 Million
Q1 2023

May 02, 2023

BUY
$58.15 - $63.87 $172,472 - $189,438
2,966 Added 4.8%
64,780 $3.95 Million
Q4 2022

Feb 06, 2023

SELL
$52.93 - $59.46 $473,300 - $531,691
-8,942 Reduced 12.64%
61,814 $3.58 Million
Q3 2022

Nov 14, 2022

BUY
N/A
6,983 Added 10.95%
70,756 $3.64 Million
Q2 2022

Jul 20, 2022

BUY
N/A
1,568 Added 2.52%
63,773 $3.72 Million
Q1 2022

May 09, 2022

BUY
N/A
3,706 Added 6.34%
62,205 $4.27 Million
Q4 2021

Feb 03, 2022

BUY
N/A
1,489 Added 2.61%
58,499 $4.31 Million
Q3 2021

Nov 01, 2021

BUY
N/A
2,854 Added 5.27%
57,010 $4.23 Million
Q2 2021

Jul 21, 2021

BUY
N/A
1,606 Added 3.06%
54,156 $4.04 Million
Q1 2021

May 13, 2021

BUY
N/A
2,488 Added 4.97%
52,550 $3.8 Million
Q4 2020

Feb 04, 2021

SELL
N/A
-1,233 Reduced 2.4%
50,062 $3.41 Million
Q3 2020

Nov 02, 2020

SELL
N/A
-9,224 Reduced 15.24%
51,295 $3.07 Million
Q2 2020

Jul 23, 2020

SELL
N/A
-2,304 Reduced 3.67%
60,519 $3.37 Million
Q1 2020

May 13, 2020

BUY
N/A
1,725 Added 2.82%
62,823 $3.02 Million
Q4 2019

Jan 24, 2020

SELL
N/A
-336 Reduced 0.55%
61,098 $4.35 Million
Q3 2019

Oct 28, 2019

BUY
N/A
292 Added 0.48%
61,434 $3.9 Million
Q2 2019

Jul 25, 2019

BUY
N/A
1,408 Added 2.36%
61,142 $3.98 Million
Q1 2019

May 09, 2019

BUY
N/A
22,540 Added 60.6%
59,734 $3.93 Million
Q4 2018

Jan 30, 2019

SELL
N/A
-32,592 Reduced 46.7%
37,194 $2.24 Million
Q3 2018

Nov 01, 2018

BUY
N/A
7,555 Added 12.14%
69,786 $4.97 Million
Q2 2018

Aug 10, 2018

BUY
N/A
3,382 Added 5.75%
62,231 $4.48 Million
Q1 2018

May 09, 2018

BUY
N/A
13,002 Added 28.36%
58,849 $4.5 Million
Q4 2017

Feb 05, 2018

BUY
N/A
16,751 Added 57.57%
45,847 $3.52 Million
Q3 2017

Nov 14, 2017

BUY
N/A
12,940 Added 80.09%
29,096 $2.15 Million
Q2 2017

Aug 07, 2017

BUY
N/A
16,156
16,156 $1.12 Million

Others Institutions Holding DLS

About WISDOMTREE TR INTL SMALL CAP D


  • Ticker DLS
  • Sector ETFs
  • Industry ETFs
More about DLS
Track This Portfolio

Track Neumann Capital Management, LLC Portfolio

Follow Neumann Capital Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Neumann Capital Management, LLC with notifications on news.