SEC 13F Intelligence

Swaine & Leidel Wealth Services, LLC / DGS

Swaine & Leidel Wealth Services, LLC’s Wisdomtree Tr Position

Does Swaine & Leidel Wealth Services, LLC own Wisdomtree Tr (DGS)? Yes — 4.9K shares worth $5M (+3.79% of its 13F portfolio) as of Q1 2022, down from 96.0K shares the prior filed quarter.

Position Value
$5M
Q1 2022
Shares
4.9K
% of Portfolio
+3.79%
Quarters Held
7
currently held

Position History DGS

Reported value by quarter
Q4 ’19: $3MQ4 ’19Q1 ’20: $2MQ1 ’20Q2 ’20: $3MQ2 ’20Q3 ’20: $3MQ3 ’20Q4 ’20: $4MQ4 ’20Q1 ’21: $5MQ1 ’21Q1 ’22: $5MQ1 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20224.9K$5M+3.79%
Q1 202196.0K$5M+3.17%
Q4 202082.5K$4M+2.85%
Q3 202073.6K$3M+2.97%
Q2 202072.7K$3M+2.89%
Q1 202069.7K$2M+2.39%
Q4 201952.4K$3M+2.09%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Swaine & Leidel Wealth Services, LLC’s full portfolio or all institutional holders of DGS.