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

Steward Partners Investment Advisory, LLC

$10.9 Billion
Q1 2025

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 162 shares of DLS stock, worth $12,128. This represents 0.0% of its overall portfolio holdings.

Number of Shares

162

Previous 120 35.0%

Holding current value

$12,128

Previous $7,000 42.86%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$61.2 - $68.24 $2,570 - $2,866	42 Added 35.0%	162 $10,000
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	$58.38 - $69.47 $775,169 - $922,422	-13,278 Closed	0 $0
Q2 2021 Aug 13, 2021	SELL	$73.07 - $77.75 $50,418 - $53,647	-690 Reduced 4.94%	13,278 $992,000
Q1 2021 May 14, 2021	BUY	$67.48 - $73.47 $46,561 - $50,694	690 Added 5.2%	13,968 $0
Q1 2020 Apr 29, 2020	BUY	$42.11 - $71.71 $23,581 - $40,157	560 Added 4.4%	13,278 $638,000
Q4 2019 Jan 17, 2020	BUY	$62.06 - $71.66 $789,279 - $911,371	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

216

Shares Held

5.35M

Call Options Held

Put Options Held

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About WISDOMTREE TR INTL SMALL CAP D

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