Discipline Wealth Solutions, LLC
Position in DGS — WisdomTree Emerging Markets SmallCap Dividend Fund
CIK 2010507
GREENVILLE, SC
Position in DGS
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$7,351,071
+$4,064,351 QoQ
Shares Held
122,314
+113.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.96%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,351,071 | 122,314 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $3,286,720 | 57,420 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,033,909 | 18,107 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $493,403 | 8,932 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $204,254 | 4,228 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $200,718 | 4,103 | Shares | Sole | 2025-02-26 | |
| 2024-09-30 | $241,381 | 4,495 | Shares | Sole | 2024-11-19 | |
| No filing history on record for this holder in this stock. | ||||||