A detailed history of Spire Wealth Management transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Spire Wealth Management holds 12,427 shares of DLS stock, worth $794,333. This represents 0.03% of its overall portfolio holdings.

Number of Shares
12,427
Previous 12,346 0.66%
Holding current value
$794,333
Previous $783,000 9.58%
% of portfolio
0.03%
Previous 0.03%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024

BUY
$61.97 - $69.37 $5,019 - $5,618
81 Added 0.66%
12,427 $858,000
Q2 2024

Jul 31, 2024

BUY
$62.48 - $66.89 $49,546 - $53,043
793 Added 6.86%
12,346 $783,000
Q1 2024

Apr 24, 2024

BUY
$61.35 - $65.41 $51,411 - $54,813
838 Added 7.82%
11,553 $753,000
Q2 2023

Aug 09, 2023

SELL
$58.34 - $62.61 $19,835 - $21,287
-340 Reduced 3.08%
10,715 $637,000
Q1 2023

May 09, 2023

BUY
$58.15 - $63.87 $25,120 - $27,591
432 Added 4.07%
11,055 $673,000
Q4 2022

Feb 03, 2023

SELL
$50.78 - $59.46 $381,103 - $446,247
-7,505 Reduced 41.4%
10,623 $616,000
Q3 2022

Nov 07, 2022

SELL
$51.06 - $62.46 $22,262 - $27,232
-436 Reduced 2.35%
18,128 $932,000
Q2 2022

Jul 22, 2022

BUY
$58.38 - $69.47 $33,043 - $39,320
566 Added 3.14%
18,564 $1.08 Million
Q1 2022

Apr 18, 2022

SELL
$64.07 - $74.35 $179,908 - $208,774
-2,808 Reduced 13.5%
17,998 $1.24 Million
Q4 2021

Jan 14, 2022

BUY
$70.11 - $76.05 $196,237 - $212,863
2,799 Added 15.54%
20,806 $1.53 Million
Q3 2021

Oct 22, 2021

BUY
$72.88 - $79.21 $437 - $475
6 Added 0.03%
18,007 $1.34 Million
Q2 2021

Jul 26, 2021

SELL
$73.07 - $77.75 $578,714 - $615,780
-7,920 Reduced 30.55%
18,001 $1.34 Million
Q1 2021

May 21, 2021

BUY
$67.48 - $73.47 $1.62 Million - $1.76 Million
23,952 Added 1216.46%
25,921 $1.88 Million
Q1 2021

May 07, 2021

BUY
$67.48 - $73.47 $132,868 - $144,662
1,969 New
1,969 $142,000

Others Institutions Holding DLS

About WISDOMTREE TR INTL SMALL CAP D


  • Ticker DLS
  • Sector ETFs
  • Industry ETFs
More about DLS
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