Modera Wealth Management, LLC
Position in DGS — WisdomTree Emerging Markets SmallCap Dividend Fund
CIK 1542143
WESTWOOD, NJ
Position in DGS
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$785,146
+$34,158 QoQ
Shares Held
13,064
-0.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $785,146 | 13,064 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $750,988 | 13,120 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $760,743 | 13,323 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $735,520 | 13,315 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $643,006 | 13,310 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $624,953 | 12,775 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $712,652 | 13,271 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $682,351 | 13,265 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $684,219 | 13,453 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $696,833 | 13,959 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $621,456 | 13,434 | Shares | Sole | 2023-11-30 | |
| 2023-06-30 | $646,487 | 13,894 | Shares | Sole | 2023-08-07 | |
| No filing history on record for this holder in this stock. | ||||||