Geneos Wealth Management Inc.
Position in DDWM — WisdomTree Dynamic International Equity Fund
CIK 1764754
ENGLEWOOD, CO
All Filings in DDWM
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 DDWM | $1,958,087 | 44,391 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 DDWM | $2,132,719 | 48,983 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 DDWM | $2,032,065 | 48,614 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 DDWM | $1,852,280 | 46,704 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 DDWM | $1,659,339 | 45,103 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 DDWM | $1,252,635 | 36,435 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 DDWM | $1,241,042 | 34,608 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 DDWM | $1,208,040 | 35,468 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 DDWM | $1,206,508 | 35,277 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 DDWM | $1,150,853 | 35,763 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 DDWM | $1,213,891 | 39,852 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 DDWM | $1,343,625 | 42,996 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 DDWM | $1,278,056 | 41,349 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 DDWM | $988,416 | 33,792 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 DDWM | $26,706 | 1,026 | Shares | Sole | 2022-11-14 | |
| 2021-03-31 DDWM | $21,248 | 714 | Shares | Sole | 2021-06-17 | |
| No filing history on record for this holder in this stock. | ||||||