Selective Wealth Management, Inc. Wisdomtree Tr Intl Small Cap D Transaction History

Selective Wealth Management, Inc.

$239 Million
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 21, 2022	BUY	$51.06 - $62.46 $1,889 - $2,311	37 Added 0.91%	4,125 $212,000
Q2 2022 Jul 28, 2022	BUY	$58.38 - $69.47 $5,254 - $6,252	90 Added 2.25%	4,088 $239,000
Q1 2022 Apr 20, 2022	BUY	$64.07 - $74.35 $576 - $669	9 Added 0.23%	3,998 $274,000
Q4 2021 Jan 18, 2022	BUY	$70.11 - $76.05 $1,752 - $1,901	25 Added 0.63%	3,989 $294,000
Q3 2021 Oct 27, 2021	BUY	$72.88 - $79.21 $1,603 - $1,742	22 Added 0.56%	3,964 $294,000
Q2 2021 Aug 04, 2021	SELL	$73.07 - $77.75 $2,922 - $3,110	-40 Reduced 1.0%	3,942 $0
Q1 2021 Apr 09, 2021	BUY	$67.48 - $73.47 $742 - $808	11 Added 0.28%	3,982 $288,000
Q4 2020 Jan 22, 2021	BUY	$58.19 - $68.24 $1,280 - $1,501	22 Added 0.56%	3,971 $270,000
Q3 2020 Oct 21, 2020	BUY	$55.74 - $61.54 $947 - $1,046	17 Added 0.43%	3,949 $237,000
Q2 2020 Jul 15, 2020	BUY	$44.96 - $59.68 $449 - $596	10 Added 0.25%	3,932 $219,000
Q1 2020 Apr 16, 2020	BUY	$42.11 - $71.71 $800 - $1,362	19 Added 0.49%	3,922 $188,000
Q4 2019 Jan 10, 2020	SELL	$62.06 - $71.66 $7,881 - $9,100	-127 Reduced 3.15%	3,903 $278,000
Q3 2019 Oct 29, 2019	SELL	$63.1 - $64.95 $112,759 - $116,065	-1,787 Reduced 30.72%	4,030 $256,000
Q2 2019 Jul 16, 2019	BUY	N/A	5,817 New	5,817 $378,000

Others Institutions Holding DLS

# of Institutions

204

Shares Held

5.33M

Call Options Held

0

Put Options Held

0

About WISDOMTREE TR INTL SMALL CAP D

Ticker DLS
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