Signature Estate & Investment Advisors LLC Wisdomtree Tr Intl Small Cap D Transaction History

Signature Estate & Investment Advisors LLC

$3.94 Billion
Q4 2024

A detailed history of Signature Estate & Investment Advisors LLC transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Signature Estate & Investment Advisors LLC holds 10,001 shares of DLS stock, worth $659,465. This represents 0.02% of its overall portfolio holdings.

Number of Shares

10,001

Previous 17,941 44.26%

Holding current value

$659,465

Previous $1.24 Million 49.19%

% of portfolio

0.02%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$62.71 - $68.47 $497,917 - $543,651	-7,940 Reduced 44.26%	10,001 $629,000
Q3 2024 Nov 06, 2024	SELL	$61.97 - $69.37 $504,931 - $565,226	-8,148 Reduced 31.23%	17,941 $1.24 Million
Q2 2024 Jul 25, 2024	BUY	$62.48 - $66.89 $1.63 Million - $1.75 Million	26,089 New	26,089 $1.66 Million
Q3 2018 Oct 18, 2018	SELL	N/A	-2,640 Closed	0 $0
Q2 2018 Jul 24, 2018	SELL	N/A	-3,216 Reduced 54.92%	2,640 $190,000
Q1 2018 Apr 16, 2018	SELL	N/A	-227,976 Reduced 97.5%	5,856 $448,000
Q4 2017 Feb 02, 2018	SELL	N/A	-104,446 Reduced 30.88%	233,832 $18 Million
Q3 2017 Nov 07, 2017	BUY	N/A	18,562 Added 5.81%	338,278 $25 Million
Q2 2017 Aug 14, 2017	BUY	N/A	319,716	319,716 $22.2 Million

Others Institutions Holding DLS

# of Institutions

212

Shares Held

5.5M

Call Options Held

Put Options Held

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About WISDOMTREE TR INTL SMALL CAP D

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Signature Estate & Investment Advisors LLC Wisdomtree Tr Intl Small Cap D Transaction History