Modern Wealth Management, LLC
Position in DGS — WisdomTree Emerging Markets SmallCap Dividend Fund
CIK 2001900
KANSAS CITY, MO
All Filings in DGS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $270,487 | 4,180 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $251,218 | 4,180 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $239,263 | 4,180 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $238,678 | 4,180 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $230,903 | 4,180 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $201,935 | 4,180 | Shares | Sole | 2025-06-02 | |
| 2024-12-31 | $204,485 | 4,180 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $224,466 | 4,180 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $215,019 | 4,180 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $212,594 | 4,180 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||