BKM Wealth Management, LLC
Position in DGS — WisdomTree Emerging Markets SmallCap Dividend Fund
CIK 2007263
BROOKFIELD, WI
Position in DGS
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$4,758,177
+$198,439 QoQ
Shares Held
79,171
-0.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.95%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,758,177 | 79,171 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $4,559,738 | 79,660 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $4,442,836 | 77,808 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $4,374,510 | 79,191 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $3,877,167 | 80,256 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,856,706 | 78,837 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $4,181,619 | 77,870 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $4,005,169 | 77,861 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $3,853,051 | 75,758 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $13,015,184 | 8,824,648 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||