UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in DGS — WisdomTree Emerging Markets SmallCap Dividend Fund
CIK 1463217
IRVING, TX
Position in DGS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$519,865
+$33,325 QoQ
Shares Held
8,650
+1.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
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 | $519,865 | 8,650 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $486,540 | 8,500 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $485,350 | 8,500 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $471,418 | 8,534 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $412,277 | 8,534 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $475,453 | 9,719 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $532,650 | 9,919 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $529,677 | 10,297 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $525,790 | 10,338 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $517,969 | 10,376 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $481,751 | 10,414 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $484,563 | 10,414 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $488,716 | 10,673 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $471,308 | 10,714 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $439,174 | 11,029 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $627,950 | 14,067 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $749,771 | 14,067 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $742,520 | 14,031 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $750,377 | 14,031 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $704,208 | 12,926 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $662,974 | 12,926 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $681,203 | 14,275 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $1,170,742 | 28,313 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,136,283 | 29,128 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $957,011 | 28,974 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||