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

Total Wealth Planning, LLC

  • $604 Million
  • Q4 2024

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 3,886 shares of DLS stock, worth $249,209. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,886
Previous 4,103 5.29%
Holding current value
$249,209
Previous $283,000 13.78%
% of portfolio
0.04%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
199
Shares Held
5.29M
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
Track This Portfolio

Track Total Wealth Planning, LLC Portfolio

Follow Total Wealth Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Total Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Total Wealth Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email