FAMILY WEALTH PARTNERS, LLC
Position in DGS — WisdomTree Emerging Markets SmallCap Dividend Fund
CIK 2016217
MATTHEWS, NC
Position in DGS
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$2,051,092
+$56,565 QoQ
Shares Held
34,128
-2.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.18%
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 | $2,051,092 | 34,128 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,994,527 | 34,845 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,988,793 | 34,830 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,896,057 | 34,324 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,663,748 | 34,439 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,702,171 | 34,795 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,598,649 | 29,770 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,599,372 | 31,092 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $1,548,687 | 30,450 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,627,891 | 32,610 | Shares | Sole | 2024-03-20 | |
| No filing history on record for this holder in this stock. | ||||||