BOSTON FAMILY OFFICE LLC

Family Office

Position in DGS — WisdomTree Emerging Markets SmallCap Dividend Fund

CIK 1039807 BOSTON, MA

All Filings in DGS

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,002,228	15,488	-4.6%	Shares	Sole	2026-08-12
2026-03-31	$975,302	16,228	+30.3%	Shares	Sole	2026-05-13
2025-12-31	$712,695	12,451	-1.8%	Shares	Sole	2026-02-13
2025-09-30	$723,742	12,675	+0.1%	Shares	Sole	2025-11-12
2025-06-30	$699,283	12,659	+3.8%	Shares	Sole	2025-08-13
2025-03-31	$588,995	12,192	+3.4%	Shares	Sole	2025-05-13
2024-12-31	$576,962	11,794	+7.8%	Shares	Sole	2025-02-12
2024-09-30	$587,316	10,937	+0.1%	Shares	Sole	2024-11-13
2024-06-30	$562,239	10,930	-5.7%	Shares	Sole	2024-08-12
2024-03-31	$589,467	11,590	-52.4%	Shares	Sole	2024-05-13
2023-12-31	$1,214,703	24,333	-0.7%	Shares	Sole	2024-02-12
2023-09-30	$1,133,878	24,511	+2.7%	Shares	Sole	2023-11-13
2023-06-30	$1,110,624	23,869	+1.6%	Shares	Sole	2023-08-14
2023-03-31	$1,076,065	23,500	-0.0%	Shares	Sole	2023-05-10
2022-12-31	$1,033,984	23,505	-0.6%	Shares	Sole	2023-02-07
2022-09-30	$941,743	23,650	+1.9%	Shares	Sole	2022-11-08
2022-06-30	$1,035,915	23,206	-0.8%	Shares	Sole	2022-08-11
2022-03-31	$1,247,379	23,403	+1.1%	Shares	Sole	2022-05-11
2021-12-31	$1,225,256	23,153	-0.7%	Shares	Sole	2022-02-14
2021-09-30	$1,246,779	23,313	-1.6%	Shares	Sole	2021-11-15
2021-06-30	$1,290,794	23,693	-0.1%	Shares	Sole	2021-08-12
2021-03-31	$1,216,650	23,721	-1.9%	Shares	Sole	2021-05-07
2020-12-31	$1,154,203	24,187	-10.4%	Shares	Sole	2021-02-16
2020-09-30	$1,116,491	27,001	-6.5%	Shares	Sole	2020-11-10
2020-06-30	$1,126,179	28,869	-1.2%	Shares	Sole	2020-08-06
2020-03-31	$965,400	29,228	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.