Biltmore Family Office, LLC
Family OfficePosition in DGS — WisdomTree Emerging Markets SmallCap Dividend Fund
CIK 1731123
CHARLOTTE, NC
All Filings in DGS
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $715,886 | 11,063 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $784,545 | 13,054 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $747,210 | 13,054 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $741,614 | 12,988 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $717,457 | 12,988 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $707,886 | 14,653 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $716,824 | 14,653 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $810,225 | 15,088 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $776,126 | 15,088 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $767,375 | 15,088 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $753,192 | 15,088 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $719,528 | 15,554 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $723,727 | 15,554 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $712,217 | 15,554 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $684,220 | 15,554 | Shares | Sole | 2023-02-07 | |
| 2020-03-31 | $104,639 | 3,168 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||