JFS WEALTH ADVISORS, LLC

Position in DGS — WisdomTree Emerging Markets SmallCap Dividend Fund

CIK 1568068 HERMITAGE, PA

Position in DGS

as of Mar 31, 2026 · filed Apr 21, 2026 Compact

Position Value

$451,891

+$20,416 QoQ

Shares Held

7,519

-0.3% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.12%

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%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$451,891	7,519	-0.3%	Shares	Sole	2026-04-21
2025-12-31	$431,475	7,538	-1.0%	Shares	Sole	2026-01-14
2025-09-30	$434,873	7,616	-0.9%	Shares	Sole	2025-11-10
2025-06-30	$424,353	7,682	-0.2%	Shares	Sole	2025-07-24
2025-03-31	$371,890	7,698	-1.1%	Shares	Sole	2025-04-22
2024-12-31	$380,842	7,785	-7.7%	Shares	Sole	2025-01-31
2024-09-30	$452,691	8,430	+1.5%	Shares	Sole	2024-10-25
2024-06-30	$427,209	8,305	-8.1%	Shares	Sole	2024-07-15
2024-03-31	$459,672	9,038	-2.4%	Shares	Sole	2024-04-30
2023-12-31	$462,109	9,257	-3.7%	Shares	Sole	2024-02-07
2023-09-30	$444,558	9,610	-4.4%	Shares	Sole	2023-11-02
2023-06-30	$467,719	10,052	+0.7%	Shares	Sole	2023-08-07
2023-03-31	$457,121	9,983	-2.1%	Shares	Sole	2023-04-19
2022-12-31	$448,434	10,194	-12.6%	Shares	Sole	2023-02-13
2022-09-30	$464,500	11,665	-10.2%	Shares	Sole	2022-10-21
2022-06-30	$580,186	12,997	-0.0%	Shares	Sole	2022-08-02
2022-03-31	$692,900	13,000	-0.6%	Shares	Sole	2022-05-02
2021-12-31	$692,246	13,081	+0.5%	Shares	Sole	2022-02-03
2021-09-30	$696,309	13,020	-2.9%	Shares	Sole	2021-11-09
2021-06-30	$730,304	13,405	+0.6%	Shares	Sole	2021-08-04
2021-03-31	$683,644	13,329	-14.4%	Shares	Sole	2021-04-28
2020-12-31	$743,477	15,580	-9.1%	Shares	Sole	2021-02-01
2020-09-30	$708,408	17,132	-2.5%	Shares	Sole	2020-10-28
2020-06-30	$685,483	17,572	-15.8%	Shares	Sole	2020-08-05
2020-03-31	$689,270	20,868	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.