Sovereign Financial Group, Inc.

Position in DGS — WisdomTree Emerging Markets SmallCap Dividend Fund

CIK 1846175 STAMFORD, CT

Position in DGS

as of Mar 31, 2026 · filed Apr 17, 2026 Compact

Position Value

$349,481

-$211,928 QoQ

Shares Held

5,815

-40.7% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$349,481	5,815	-40.7%	Shares	Sole	2026-04-17
2025-12-31	$561,409	9,808	+10.4%	Shares	Sole	2026-01-07
2025-09-30	$507,219	8,883	-7.6%	Shares	Sole	2025-10-17
2025-06-30	$531,132	9,615	-2.5%	Shares	Sole	2025-07-25
2025-03-31	$476,529	9,864	-6.2%	Shares	Sole	2025-04-11
2024-12-31	$514,198	10,511	-7.1%	Shares	Sole	2025-01-14
2024-09-30	$607,454	11,312	-8.5%	Shares	Sole	2024-10-08
2024-06-30	$636,107	12,366	+0.2%	Shares	Sole	2024-07-15
2024-03-31	$627,561	12,339	-1.7%	Shares	Sole	2024-04-15
2023-12-31	$626,795	12,556	-15.9%	Shares	Sole	2024-02-06
2023-09-30	$690,754	14,932	-43.5%	Shares	Sole	2023-11-03
2023-06-30	$1,228,671	26,406	+22.5%	Shares	Sole	2023-07-31
2023-03-31	$987,415	21,564	+17.9%	Shares	Sole	2023-05-04
2022-12-31	$804,357	18,285	-23.8%	Shares	Sole	2023-02-14
2022-09-30	$955,480	23,995	-3.6%	Shares	Sole	2022-11-14
2022-06-30	$1,111,134	24,891	-4.5%	Shares	Sole	2022-08-15
2022-03-31	$1,389,744	26,074	-8.2%	Shares	Sole	2022-05-16
2021-12-31	$1,503,033	28,402	-2.3%	Shares	Sole	2022-02-15
2021-09-30	$1,554,556	29,068	-26.2%	Shares	Sole	2021-11-12
2021-06-30	$2,145,694	39,385	0.0%	Shares	Sole	2021-08-12
2021-03-31	$2,020,056	39,385	-3.2%	Shares	Sole	2021-05-17
2020-12-31	$1,941,154	40,678	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.