ELEVATION WEALTH PARTNERS, LLC
Position in DGS — WisdomTree Emerging Markets SmallCap Dividend Fund
CIK 1976256
WALNUT CREEK, CA
Position in DGS
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$16,527
-$873 QoQ
Shares Held
275
-9.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 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
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,527 | 275 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $17,400 | 304 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $19,128 | 335 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $18,505 | 335 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $19,807 | 410 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $20,057 | 410 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $22,017 | 410 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $21,090 | 410 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $20,852 | 410 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $20,467 | 410 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $18,966 | 410 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $19,077 | 410 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $18,773 | 410 | Shares | Sole | 2023-05-04 | |
| No filing history on record for this holder in this stock. | ||||||