Rda Financial Network Wisdomtree Tr Intl Small Cap D Transaction History

Rda Financial Network

$287 Million
Q1 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 12, 2022	SELL	N/A	-11,088 Closed	0 $0
Q4 2021 Jan 31, 2022	SELL	N/A	-102 Reduced 0.91%	11,088 $817,000
Q3 2021 Oct 29, 2021	BUY	N/A	1 Added 0.01%	11,190 $831,000
Q2 2021 Jul 13, 2021	BUY	N/A	171 Added 1.55%	11,189 $836,000
Q1 2021 May 06, 2021	BUY	N/A	144 Added 1.32%	11,018 $796,000

Q4 2020 Feb 05, 2021	SELL	N/A	-12 Reduced 0.11%	10,874 $741,000
Q3 2020 Oct 13, 2020	BUY	N/A	1,931 Added 21.56%	10,886 $652,000
Q2 2020 Jul 14, 2020	BUY	N/A	245 Added 2.81%	8,955 $498,000
Q1 2020 Apr 06, 2020	BUY	N/A	605 Added 7.46%	8,710 $418,000
Q4 2019 Jan 30, 2020	BUY	N/A	275 Added 3.51%	8,105 $558,000
Q3 2019 Nov 20, 2019	SELL	N/A	-154 Reduced 1.93%	7,830 $533,000
Q2 2019 Jul 09, 2019	BUY	N/A	333 Added 4.35%	7,984 $522,000
Q1 2019 Apr 30, 2019	BUY	N/A	7,651 New	7,651 $519,000

Others Institutions Holding DLS

# of Institutions

215

Shares Held

6.67M

Call Options Held

0

Put Options Held

0

Savant Capital, LLC

881K
Shares

$56.8 Million
0.66% of portfolio
Bank Of America Corp Charlotte, NC

413K
Shares

$26.6 Million
0.0% of portfolio
Morgan Stanley New York, NY

286K
Shares

$18.5 Million
0.0% of portfolio
Shakespeare Wealth Management, Inc. Pewaukee, WI

249K
Shares

$16 Million
4.69% of portfolio
Eqis Capital Management, Inc. San Rafael, CA

225K
Shares

$14.5 Million
1.23% of portfolio

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 Rda Financial Network, based on Form 13F filings with the SEC.

News

Stay updated on Rda Financial Network with notifications on news.