Total Wealth Planning, LLC Wisdomtree Tr Intl Small Cap D Transaction History

Total Wealth Planning, LLC

  • $744 Million
  • Q2 2025

A detailed history of Total Wealth Planning, LLC transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Total Wealth Planning, LLC holds 3,276 shares of DLS stock, worth $259,098. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,276
Previous 3,669 10.71%
Holding current value
$259,098
Previous $245,000 0.41%
% of portfolio
0.03%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
SELL
$59.57 - $75.11 $23,411 - $29,518
-393 Reduced 10.71%
3,276 $246,000
Q1 2025

Apr 15, 2025
SELL
$61.2 - $68.24 $13,280 - $14,808
-217 Reduced 5.58%
3,669 $245,000
Q4 2024

Jan 15, 2025
SELL
$62.71 - $68.47 $13,608 - $14,857
-217 Reduced 5.29%
3,886 $244,000
Q3 2023

Nov 08, 2023
BUY
$57.26 - $62.05 $234,937 - $254,591
4,103 New
4,103 $235,000

Others Institutions Holding DLS

# of Institutions
222
Shares Held
5.13M
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
  • Industry ETFs
More about DLS
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