M Holdings Securities, Inc. / DLS
M Holdings Securities, Inc.’s Wisdomtree Tr Position
Does M Holdings Securities, Inc. own Wisdomtree Tr (DLS)? Not currently — the last reported position was 204.4K shares worth $13M in Q4 2023; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$13M
Q4 2023
Shares
204.4K
% of Portfolio
+1.47%
Quarters Held
17
position exited
Position History DLS
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2023 | 204.4K | $13M | +1.47% |
| Q3 2023 | 148.0K | $9M | +1.82% |
| Q1 2023 | 214.4K | $13M | +1.35% |
| Q4 2022 | 213.2K | $12M | +1.30% |
| Q3 2022 | 261.1K | $13M | +1.48% |
| Q2 2022 | 202.7K | $12M | +1.20% |
| Q1 2022 | 204.0K | $14M | +1.06% |
| Q2 2021 | 207.6K | $16M | +1.52% |
| Q1 2021 | 207.8K | $15M | +1.37% |
| Q4 2020 | 207.8K | $14M | +1.81% |
| Q3 2020 | 207.6K | $12M | +1.98% |
| Q2 2020 | 195.8K | $11M | +1.95% |
| Q1 2020 | 179.9K | $9M | +1.28% |
| Q4 2019 | 12.6K | $894,000 | +0.26% |
| Q3 2019 | 12.6K | $798,000 | +0.24% |
| Q2 2019 | 12.4K | $805,000 | +0.27% |
| Q1 2019 | 11.1K | $732,000 | +0.17% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See M Holdings Securities, Inc.’s full portfolio or all institutional holders of DLS.