Geneos Wealth Management Inc.
Position in DDLS — WisdomTree Dynamic International SmallCap Equity Fund
CIK 1764754
ENGLEWOOD, CO
All Filings in DDLS
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-09-30 DDLS | $46,833 | 1,281 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 DDLS | $44,015 | 1,281 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 DDLS | $43,989 | 1,281 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 DDLS | $40,709 | 1,231 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 DDLS | $56,622 | 1,851 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 DDLS | $58,065 | 1,851 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 DDLS | $58,454 | 1,851 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 DDLS | $55,437 | 1,851 | Shares | Sole | 2023-01-31 | |
| 2022-06-30 DDLS | $7,529 | 250 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 DDLS | $8,356 | 250 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 DDLS | $8,793 | 250 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 DDLS | $8,698 | 250 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 DDLS | $8,621 | 250 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 DDLS | $8,410 | 250 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 DDLS | $7,710 | 250 | Shares | Sole | 2021-05-19 | |
| No filing history on record for this holder in this stock. | ||||||