M Holdings Securities, Inc.

Broker-Dealer

Position in DLS — WisdomTree International SmallCap Dividend Fund

CIK 1569638 PORTLAND, OR

Back to DLS Full portfolio

All Filings in DLS

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2023-06-30 DLS	$8,801,625	148,026	-30.9%	Shares	Sole	2023-09-26
2023-03-31 DLS	$13,062,976	214,358	+0.5%	Shares	Sole	2023-05-16
2022-12-31 DLS	$12,357,999	213,216	-18.3%	Shares	Sole	2023-02-13
2022-09-30 DLS	$13,432,475	261,129	+28.8%	Shares	Sole	2022-11-17
2022-06-30 DLS	$11,833,801	202,703	-0.6%	Shares	Sole	2022-08-16
2022-03-31 DLS	$14,002,216	203,995	-1.7%	Shares	Sole	2022-05-24
2021-06-30 DLS	$15,505,509	207,626	-0.1%	Shares	Sole	2021-08-19
2021-03-31 DLS	$15,008,816	207,792	0.0%	Shares	Sole	2021-05-12
2020-12-31 DLS	$14,152,713	207,792	+0.1%	Shares	Sole	2021-02-26
2020-09-30 DLS	$12,437,516	207,638	+6.1%	Shares	Sole	2020-11-16
2020-06-30 DLS	$10,891,742	195,789	+8.9%	Shares	Sole	2020-08-21
2020-03-31 DLS	$8,641,840	179,851	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.