ProVise Management Group, LLC
Position in DGS — WisdomTree Emerging Markets SmallCap Dividend Fund
CIK 1305707
CLEARWATER, FL
Position in DGS
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$586,756
+$3,939 QoQ
Shares Held
9,763
-4.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DGS Over Time
Shares Held
Position Value (USD)
All Filings in DGS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $586,756 | 9,763 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $582,817 | 10,182 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $631,183 | 11,054 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $632,332 | 11,447 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $684,311 | 14,165 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $755,862 | 15,451 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $859,737 | 16,010 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,075,044 | 20,899 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,273,381 | 25,037 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,279,349 | 25,628 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,111,303 | 24,023 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,203,684 | 25,869 | Shares | Sole | 2023-08-24 | |
| 2023-03-31 | $1,275,297 | 27,851 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,281,076 | 29,122 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,824,711 | 45,824 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,953,000 | 43,750 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,388,586 | 44,814 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $2,484,382 | 46,946 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $2,598,379 | 48,586 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $2,701,336 | 49,584 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $3,018,467 | 58,851 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $2,851,079 | 59,746 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $2,554,354 | 61,774 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $2,442,806 | 62,620 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $2,309,523 | 69,922 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||