Sovereign Financial Group, Inc.
Position in DFE — WisdomTree Europe SmallCap Dividend Fund
CIK 1846175
STAMFORD, CT
All Filings in DFE
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 DFE | $336,485 | 4,691 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 DFE | $432,979 | 6,027 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 DFE | $428,364 | 6,083 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 DFE | $462,651 | 6,598 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 DFE | $405,262 | 6,648 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 DFE | $430,404 | 7,607 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 DFE | $516,953 | 8,141 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 DFE | $527,997 | 8,862 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 DFE | $531,655 | 8,898 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 DFE | $556,586 | 9,334 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 DFE | $398,404 | 7,593 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 DFE | $545,333 | 9,766 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 DFE | $714,297 | 12,250 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 DFE | $828,077 | 15,133 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 DFE | $998,356 | 22,068 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 DFE | $1,281,192 | 23,210 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 DFE | $1,693,355 | 25,195 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 DFE | $2,101,703 | 28,207 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 DFE | $2,071,720 | 28,842 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 DFE | $3,101,590 | 42,256 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 DFE | $2,942,707 | 42,256 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 DFE | $2,893,514 | 44,819 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||