Sterling Financial Planning, Inc.
Position in DGS — WisdomTree Emerging Markets SmallCap Dividend Fund
CIK 1844278
SPARTA, NJ
Position in DGS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,542,714
+$161,793 QoQ
Shares Held
39,294
-0.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.26%
of 13F equity value
Holder Rank
#27
of 92 holders
Holding Since
Dec 2020
23 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
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,542,714 | 39,294 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,380,921 | 39,616 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,283,017 | 39,885 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,276,862 | 39,875 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $2,214,847 | 40,095 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,930,177 | 39,954 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,969,372 | 40,257 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $2,140,589 | 39,862 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $2,012,487 | 39,123 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,937,003 | 38,085 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,847,988 | 37,019 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,694,457 | 36,629 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,682,524 | 36,160 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,561,667 | 34,105 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,530,500 | 34,792 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,388,722 | 34,875 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,517,670 | 33,998 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,664,505 | 31,229 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,611,784 | 30,457 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,555,144 | 29,079 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,189,788 | 21,839 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $648,510 | 12,644 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $127,221 | 2,666 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||