A detailed history of Oxinas Partners Wealth Management LLC transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Oxinas Partners Wealth Management LLC holds 7,357 shares of DLS stock, worth $507,559. This represents 0.32% of its overall portfolio holdings.

Number of Shares
7,357
Previous 4,173 76.3%
Holding current value
$507,559
Previous $272,000 71.32%
% of portfolio
0.32%
Previous 0.18%

Shares

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

Aug 01, 2024

BUY
$62.48 - $66.89 $198,936 - $212,977
3,184 Added 76.3%
7,357 $466,000
Q1 2024

Apr 18, 2024

BUY
$61.35 - $65.41 $39,877 - $42,516
650 Added 18.45%
4,173 $272,000
Q4 2023

Jan 22, 2024

BUY
$53.89 - $64.06 $53 - $64
1 Added 0.03%
3,523 $224,000
Q3 2023

Oct 25, 2023

BUY
$57.26 - $62.05 $201,669 - $218,540
3,522 New
3,522 $202,000

Others Institutions Holding DLS

About WISDOMTREE TR INTL SMALL CAP D


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

Track Oxinas Partners Wealth Management LLC Portfolio

Follow Oxinas Partners Wealth 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 Oxinas Partners Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oxinas Partners Wealth Management LLC with notifications on news.