Modern Wealth Management, LLC
Position in DGS — WisdomTree Emerging Markets SmallCap Dividend Fund
CIK 2001900
KANSAS CITY, MO
Position in DGS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$270,487
+$19,269 QoQ
Shares Held
4,180
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#58
of 92 holders
Holding Since
Jun 2024
9 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
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $270,487 | 4,180 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $251,218 | 4,180 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $239,263 | 4,180 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $238,678 | 4,180 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $230,903 | 4,180 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $201,935 | 4,180 | Shares | Sole | 2025-06-02 | |
| 2024-12-31 | $204,485 | 4,180 | Shares | Sole | 2025-05-30 | |
| 2024-09-30 | $224,466 | 4,180 | Shares | Sole | 2025-05-30 | |
| 2024-06-30 | $215,019 | 4,180 | Shares | Sole | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||