Sound Stewardship, LLC Wisdomtree Tr Intl Small Cap D Transaction History

Sound Stewardship, LLC

$168 Billion
Q4 2024

A detailed history of Sound Stewardship, LLC transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Sound Stewardship, LLC holds 8,845 shares of DLS stock, worth $575,809. This represents 0.33% of its overall portfolio holdings.

Number of Shares

8,845

Previous 8,767 0.89%

Holding current value

$575,809

Previous $605 Million 8.02%

% of portfolio

0.33%

Previous 0.34%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$62.71 - $68.47 $4,891 - $5,340	78 Added 0.89%	8,845 $557 Million
Q3 2024 Oct 24, 2024	SELL	$61.97 - $69.37 $16,917 - $18,938	-273 Reduced 3.02%	8,767 $605 Million
Q1 2024 May 08, 2024	SELL	$61.35 - $65.41 $12,760 - $13,605	-208 Reduced 2.25%	9,040 $590 Million
Q4 2023 Jan 17, 2024	SELL	$53.89 - $64.06 $116,456 - $138,433	-2,161 Reduced 18.94%	9,248 $590 Million
Q3 2023 Oct 26, 2023	SELL	$57.26 - $62.05 $12,253 - $13,278	-214 Reduced 1.84%	11,409 $656 Million
Q2 2023 Oct 26, 2023	SELL	$58.34 - $62.61 $14,526 - $15,589	-249 Reduced 2.1%	11,623 $691 Million
Q1 2023 Oct 26, 2023	SELL	$58.15 - $63.87 $112,520 - $123,588	-1,935 Reduced 14.01%	11,872 $723 Million
Q4 2022 Oct 26, 2023	BUY	$50.78 - $59.46 $701,119 - $820,964	13,807 New	13,807 $800 Million

Others Institutions Holding DLS

# of Institutions

214

Shares Held

5.5M

Call Options Held

Put Options Held

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About WISDOMTREE TR INTL SMALL CAP D

Ticker DLS
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Sound Stewardship, LLC Wisdomtree Tr Intl Small Cap D Transaction History