Lodestone Wealth Management LLC
Position in DGS — WisdomTree Emerging Markets SmallCap Dividend Fund
CIK 1950158
SPOKANE, WA
Position in DGS
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$964,605
+$93,527 QoQ
Shares Held
16,050
+5.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DGS Over Time
Shares Held
Position Value (USD)
All Filings in DGS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $964,605 | 16,050 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $871,078 | 15,218 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $900,181 | 15,765 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $838,322 | 15,176 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $799,144 | 16,542 | Shares | Sole | 2025-04-28 | |
| 2024-09-30 | $890,668 | 16,586 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $974,222 | 18,939 | Shares | Sole | 2024-07-16 | |
| No filing history on record for this holder in this stock. | ||||||