Integrated Wealth Concepts LLC
Position in DGS — WisdomTree Emerging Markets SmallCap Dividend Fund
CIK 1737109
WALTHAM, MA
Position in DGS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$475,100
+$117,025 QoQ
Shares Held
7,342
+23.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#50
of 92 holders
Holding Since
Mar 2022
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $475,100 | 7,342 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $358,075 | 5,958 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $346,654 | 6,071 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $338,455 | 6,127 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $327,107 | 6,771 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $702,491 | 14,360 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $549,941 | 10,241 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $576,282 | 11,203 | Shares | Sole | 2024-08-14 | |
| 2023-09-30 | $538,003 | 11,630 | Shares | Sole | 2023-11-15 | |
| 2022-03-31 | $344,797 | 6,469 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||