Meridian Financial Partners LLC
Position in DGS — WisdomTree Emerging Markets SmallCap Dividend Fund
CIK 1763722
WARRENTON, VA
Position in DGS
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$358,797
+$17,075 QoQ
Shares Held
5,970
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 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
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $358,797 | 5,970 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $341,722 | 5,970 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $340,887 | 5,970 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $330,942 | 5,991 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $289,425 | 5,991 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $293,079 | 5,991 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $327,408 | 6,097 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $313,629 | 6,097 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $310,093 | 6,097 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $293,679 | 5,883 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $272,748 | 5,896 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $274,340 | 5,896 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $338,342 | 7,389 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $344,221 | 7,825 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $286,066 | 7,184 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $309,399 | 6,931 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $283,715 | 5,323 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $284,180 | 5,370 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $276,705 | 5,174 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $281,879 | 5,174 | Shares | Sole | 2021-07-21 | |
| No filing history on record for this holder in this stock. | ||||||