Simon Quick Advisors, LLC Wisdomtree Tr Intl Small Cap D Transaction History

Simon Quick Advisors, LLC

$1.73 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 08, 2022	SELL	$70.11 - $76.05 $15,774 - $17,111	-225 Closed	0 $0
Q2 2021 Jul 21, 2021	BUY	$73.07 - $77.75 $16,440 - $17,493	225 New	225 $16,000

Others Institutions Holding DLS

# of Institutions

219

Shares Held

5.26M

Call Options Held

0

Put Options Held

0

Savant Capital, LLC

785K
Shares

$60.6 Million
0.39% of portfolio
Bip Wealth, LLC Atlanta, GA

283K
Shares

$21.9 Million
1.22% of portfolio
Lri Investments, LLC Palm Beach Gardens, FL

200K
Shares

$15.5 Million
1.28% of portfolio
Bank Of America Corp Charlotte, NC

197K
Shares

$15.2 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

178K
Shares

$13.8 Million
0.01% of portfolio

About WISDOMTREE TR INTL SMALL CAP D

Ticker DLS
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