Windward Private Wealth Management Inc. Wisdomtree Tr Intl Small Cap D Transaction History

Windward Private Wealth Management Inc.

  • $276 Million
  • Q2 2025

A detailed history of Windward Private Wealth Management Inc. transactions in Wisdomtree Tr Intl Small Cap D stock. As of the latest transaction made, Windward Private Wealth Management Inc. holds 10,425 shares of DLS stock, worth $811,794. This represents 0.28% of its overall portfolio holdings.

Number of Shares
10,425
Previous 11,589 10.04%
Holding current value
$811,794
Previous $764,000 2.49%
% of portfolio
0.28%
Previous 0.3%

Shares

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

Jul 21, 2025
SELL
$59.57 - $75.11 $69,339 - $87,428
-1,164 Reduced 10.04%
10,425 $783,000
Q4 2024

Jan 29, 2025
SELL
$62.71 - $68.47 $52,049 - $56,830
-830 Reduced 6.68%
11,589 $729,000
Q2 2024

Jul 22, 2024
SELL
$62.48 - $66.89 $312 - $334
-5 Reduced 0.04%
12,419 $787,000
Q1 2024

May 06, 2024
SELL
$61.35 - $65.41 $5,460 - $5,821
-89 Reduced 0.71%
12,424 $810,000
Q4 2023

Jan 29, 2024
SELL
$53.89 - $64.06 $363,434 - $432,020
-6,744 Reduced 35.02%
12,513 $798,000
Q3 2023

Nov 03, 2023
SELL
$57.26 - $62.05 $40,253 - $43,621
-703 Reduced 3.52%
19,257 $1.11 Million
Q2 2023

Jul 20, 2023
SELL
$58.34 - $62.61 $86,168 - $92,474
-1,477 Reduced 6.89%
19,960 $1.19 Million
Q1 2023

Apr 24, 2023
SELL
$58.15 - $63.87 $166,774 - $183,179
-2,868 Reduced 11.8%
21,437 $1.31 Million
Q4 2022

Jan 25, 2023
SELL
$50.78 - $59.46 $3,300 - $3,864
-65 Reduced 0.27%
24,305 $0
Q2 2022

Jul 19, 2022
SELL
$58.38 - $69.47 $13,077 - $15,561
-224 Reduced 0.91%
24,370 $1.42 Million
Q1 2022

May 10, 2022
SELL
$64.07 - $74.35 $716,430 - $831,381
-11,182 Reduced 31.26%
24,594 $1.69 Million
Q4 2021

Feb 08, 2022
SELL
$70.11 - $76.05 $217,621 - $236,059
-3,104 Reduced 7.98%
35,776 $2.64 Million
Q3 2021

Oct 29, 2021
SELL
$72.88 - $79.21 $8,745 - $9,505
-120 Reduced 0.31%
38,880 $2.89 Million
Q2 2021

Jul 29, 2021
SELL
$73.07 - $77.75 $72,631 - $77,283
-994 Reduced 2.49%
39,000 $2.91 Million
Q1 2021

May 06, 2021
SELL
$67.48 - $73.47 $157,903 - $171,919
-2,340 Reduced 5.53%
39,994 $2.89 Million
Q4 2020

Jan 26, 2021
BUY
$58.19 - $68.24 $2.46 Million - $2.89 Million
42,334 New
42,334 $2.88 Million

Others Institutions Holding DLS

# of Institutions
218
Shares Held
5.2M
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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