Steward Partners Investment Advisory, LLC Wisdomtree Tr Intl Small Cap D Transaction History

Steward Partners Investment Advisory, LLC

  • $8.95 Billion
  • Q1 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 120 shares of DLS stock, worth $7,628. This represents 0.0% of its overall portfolio holdings.

Number of Shares
120
Holding current value
$7,628
% of portfolio
0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
BUY
$61.35 - $65.41 $7,362 - $7,849
120 New
120 $7,000
Q2 2022

Aug 04, 2022
SELL
N/A
-13,278 Closed
0 $0
Q2 2021

Aug 13, 2021
SELL
N/A
-690 Reduced 4.94%
13,278 $992,000
Q1 2021

May 14, 2021
BUY
N/A
690 Added 5.2%
13,968 $0
Q1 2020

Apr 29, 2020
BUY
N/A
560 Added 4.4%
13,278 $638,000
Q4 2019

Jan 17, 2020
BUY
N/A
12,718 New
12,718 $904,000
Q4 2018

Jan 15, 2019
SELL
N/A
-1,645 Closed
0 $0
Q3 2018

Oct 23, 2018
SELL
N/A
-1,009 Reduced 38.02%
1,645 $117,000
Q2 2018

Jul 20, 2018
BUY
N/A
2,654 New
2,654 $191,000

Others Institutions Holding DLS

# of Institutions
215
Shares Held
6.67M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR INTL SMALL CAP D

DLS Quotes by TradingView
  • Ticker DLS
  • Sector ETFs
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More about DLS
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