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

Wescott Financial Advisory Group, LLC

  • $710 Million
  • Q1 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 10,069 shares of DLS stock, worth $638,777. This represents 0.09% of its overall portfolio holdings.

Number of Shares
10,069
Previous 11,974 15.91%
Holding current value
$638,777
Previous $764,000 14.14%
% of portfolio
0.09%
Previous 0.12%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$52.93 - $59.46 $95,062 - $106,790
-1,796 Reduced 9.23%
17,666 $1.02 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-1,202 Reduced 5.82%
19,462 $1 Million
Q2 2022

Jul 28, 2022
SELL
N/A
-1,535 Reduced 6.91%
20,664 $1.21 Million
Q1 2022

May 16, 2022
BUY
N/A
22,199 New
22,199 $1.52 Million

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
  • Industry ETFs
More about DLS
Track This Portfolio

Track Wescott Financial Advisory Group, LLC Portfolio

Follow Wescott Financial Advisory Group, 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 Wescott Financial Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wescott Financial Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email