Integrated Wealth Concepts LLC
Position in DGS — WisdomTree Emerging Markets SmallCap Dividend Fund
CIK 1737109
WALTHAM, MA
All Filings in DGS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $475,100 | 7,342 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $358,075 | 5,958 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $346,654 | 6,071 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $338,455 | 6,127 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $327,107 | 6,771 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $702,491 | 14,360 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $549,941 | 10,241 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $576,282 | 11,203 | Shares | Sole | 2024-08-14 | |
| 2023-09-30 | $538,003 | 11,630 | Shares | Sole | 2023-11-15 | |
| 2022-03-31 | $344,797 | 6,469 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||