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

Wescott Financial Advisory Group, LLC

  • $822 Million
  • Q3 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 8,324 shares of DLS stock, worth $525,660. This represents 0.07% of its overall portfolio holdings.

Number of Shares
8,324
Previous 9,073 8.26%
Holding current value
$525,660
Previous $575,000 0.17%
% of portfolio
0.07%
Previous 0.08%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
204
Shares Held
5.32M
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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