Merriman Wealth Management, LLC DLS Holdings History
Merriman Wealth Management, LLC's WisdomTree International SmallCap Dividend Fund Holding Summary
As of 2024-12-31, Merriman Wealth Management, LLC held - shares of WisdomTree International SmallCap Dividend Fund(DLS), totaling N/A. This investment constitutes 0% of their stock portfolio, and Merriman Wealth Management, LLC now holds 0% of the outstanding WisdomTree International SmallCap Dividend Fund(DLS) stock.
The initial trade took place in 2013Q4. And since then Merriman Wealth Management, LLC has made 5 purchases of DLS, at an average price of $65.49, for a total of 388,877.00 shares. In addition, there have been 7 sales at an average price of $64.79 for 388,877.00 shares. Based on historical transaction data and DLS's current price of $77.36, Merriman Wealth Management, LLC's estimated gain on his DLS holdings is $-273,145.59, reflecting a -1.07% gain to date.
Merriman Wealth Management, LLC DLS ($77.36) Holding Chart
Merriman Wealth Management, LLC DLS ($77.36) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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