AVAII WEALTH MANAGEMENT, LLC
Position in DGS — WisdomTree Emerging Markets SmallCap Dividend Fund
CIK 1904431
APPLETON, WI
Position in DGS
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$268,586
+$11,121 QoQ
Shares Held
4,469
-0.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 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
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $268,586 | 4,469 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $257,465 | 4,498 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $253,581 | 4,441 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $245,486 | 4,444 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $232,226 | 4,807 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $235,892 | 4,822 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $411,503 | 7,663 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $947,370 | 18,417 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,069,687 | 21,032 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,119,006 | 22,416 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $969,424 | 20,956 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $947,350 | 20,360 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,023,681 | 22,356 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $968,703 | 22,021 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $756,978 | 19,010 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||