INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC
Position in DLS — WisdomTree International SmallCap Dividend Fund
CIK 1673815
Fort Collins, CO
All Filings in DLS
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2023-03-31 DLS | $6,642 | 109 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 DLS | $6,317 | 109 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 DLS | $5,606 | 109 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 DLS | $6,363 | 109 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 DLS | $7,481 | 109 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 DLS | $8,027 | 109 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 DLS | $8,092 | 109 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 DLS | $8,140 | 109 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 DLS | $7,873 | 109 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 DLS | $19,411 | 285 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 DLS | $17,071 | 285 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 DLS | $15,854 | 285 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 DLS | $13,694 | 285 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||