Castle Rock Wealth Management, LLC
Position in DLS — WisdomTree International SmallCap Dividend Fund
CIK 1727605
WALNUT CREEK, CA
All Filings in DLS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2023-03-31 DLS | $197,445 | 3,240 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 DLS | $187,790 | 3,240 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 DLS | $284,463 | 5,530 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 DLS | $367,794 | 6,300 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 DLS | $542,256 | 7,900 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 DLS | $581,835 | 7,900 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 DLS | $634,752 | 8,550 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 DLS | $593,706 | 7,950 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 DLS | $552,198 | 7,645 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 DLS | $333,739 | 4,900 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||