Skip to main content

UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in DGS — WisdomTree Emerging Markets SmallCap Dividend Fund

CIK 1463217 IRVING, TX

All Filings in DGS

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $559,741 8,650
2026-03-31 $519,865 8,650
2025-12-31 $486,540 8,500
2025-09-30 $485,350 8,500
2025-06-30 $471,418 8,534
2025-03-31 $412,277 8,534
2024-12-31 $475,453 9,719
2024-09-30 $532,650 9,919
2024-06-30 $529,677 10,297
2024-03-31 $525,790 10,338
2023-12-31 $517,969 10,376
2023-09-30 $481,751 10,414
2023-06-30 $484,563 10,414
2023-03-31 $488,716 10,673
2022-12-31 $471,308 10,714
2022-09-30 $439,174 11,029
2022-06-30 $627,950 14,067
2022-03-31 $749,771 14,067
2021-12-31 $742,520 14,031
2021-09-30 $750,377 14,031
2021-06-30 $704,208 12,926
2021-03-31 $662,974 12,926
2020-12-31 $681,203 14,275
2020-09-30 $1,170,742 28,313
2020-06-30 $1,136,283 29,128
2020-03-31 $957,011 28,974