Wescott Financial Advisory Group, LLC Wisdomtree Tr Intl Small Cap D Transaction History

Wescott Financial Advisory Group, LLC

$862 Million
Q4 2024

A detailed history of Wescott Financial Advisory Group, LLC transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 4,429 shares of DLS stock, worth $296,300. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,429

Previous 8,324 46.79%

Holding current value

$296,300

Previous $574,000 51.57%

% of portfolio

0.03%

Previous 0.07%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$62.71 - $68.47 $244,255 - $266,690	-3,895 Reduced 46.79%	4,429 $278,000
Q3 2024 Nov 12, 2024	SELL	$61.97 - $69.37 $46,415 - $51,958	-749 Reduced 8.26%	8,324 $574,000
Q2 2024 Aug 14, 2024	SELL	$62.48 - $66.89 $62,230 - $66,622	-996 Reduced 9.89%	9,073 $575,000
Q1 2024 May 13, 2024	SELL	$61.35 - $65.41 $116,871 - $124,606	-1,905 Reduced 15.91%	10,069 $656,000
Q4 2023 Feb 13, 2024	SELL	$53.89 - $64.06 $59,548 - $70,786	-1,105 Reduced 8.45%	11,974 $764,000
Q3 2023 Nov 09, 2023	SELL	$57.26 - $62.05 $88,982 - $96,425	-1,554 Reduced 10.62%	13,079 $751,000
Q2 2023 Aug 11, 2023	SELL	$58.34 - $62.61 $43,113 - $46,268	-739 Reduced 4.81%	14,633 $870,000
Q1 2023 May 10, 2023	SELL	$58.15 - $63.87 $133,396 - $146,517	-2,294 Reduced 12.99%	15,372 $936,000
Q4 2022 Feb 06, 2023	SELL	$50.78 - $59.46 $91,200 - $106,790	-1,796 Reduced 9.23%	17,666 $1.02 Million
Q3 2022 Nov 14, 2022	SELL	$51.06 - $62.46 $61,374 - $75,076	-1,202 Reduced 5.82%	19,462 $1 Million
Q2 2022 Jul 28, 2022	SELL	$58.38 - $69.47 $89,613 - $106,636	-1,535 Reduced 6.91%	20,664 $1.21 Million
Q1 2022 May 16, 2022	BUY	$64.07 - $74.35 $1.42 Million - $1.65 Million	22,199 New	22,199 $1.52 Million

Others Institutions Holding DLS

# of Institutions

214

Shares Held

5.5M

Call Options Held

Put Options Held

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About WISDOMTREE TR INTL SMALL CAP D

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Wescott Financial Advisory Group, LLC Wisdomtree Tr Intl Small Cap D Transaction History