Wescott Financial Advisory Group, LLC
Position in DLS — WisdomTree International SmallCap Dividend Fund
CIK 1864880
Philadelphia, PA
All Filings in DLS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2023-12-31 DLS | $764,539 | 11,974 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 DLS | $751,650 | 13,079 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 DLS | $870,078 | 14,633 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 DLS | $936,769 | 15,372 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 DLS | $1,023,921 | 17,666 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 DLS | $1,001,125 | 19,462 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 DLS | $1,206,364 | 20,664 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 DLS | $1,523,739 | 22,199 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||