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

Selective Wealth Management, Inc.

$233 Million
Q1 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 21, 2022	BUY	N/A	37 Added 0.91%	4,125 $212,000
Q2 2022 Jul 28, 2022	BUY	N/A	90 Added 2.25%	4,088 $239,000
Q1 2022 Apr 20, 2022	BUY	N/A	9 Added 0.23%	3,998 $274,000
Q4 2021 Jan 18, 2022	BUY	N/A	25 Added 0.63%	3,989 $294,000
Q3 2021 Oct 27, 2021	BUY	N/A	22 Added 0.56%	3,964 $294,000

Q2 2021 Aug 04, 2021	SELL	N/A	-40 Reduced 1.0%	3,942 $0
Q1 2021 Apr 09, 2021	BUY	N/A	11 Added 0.28%	3,982 $288,000
Q4 2020 Jan 22, 2021	BUY	N/A	22 Added 0.56%	3,971 $270,000
Q3 2020 Oct 21, 2020	BUY	N/A	17 Added 0.43%	3,949 $237,000
Q2 2020 Jul 15, 2020	BUY	N/A	10 Added 0.25%	3,932 $219,000
Q1 2020 Apr 16, 2020	BUY	N/A	19 Added 0.49%	3,922 $188,000
Q4 2019 Jan 10, 2020	SELL	N/A	-127 Reduced 3.15%	3,903 $278,000
Q3 2019 Oct 29, 2019	SELL	N/A	-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

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
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