Cascade Financial Partners, LLC
Position in DGS — WisdomTree Emerging Markets SmallCap Dividend Fund
CIK 2021208
SAN DIEGO, CA
Position in DGS
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$8,659,568
+$810,877 QoQ
Shares Held
144,086
+5.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.63%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,659,568 | 144,086 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,848,691 | 137,119 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $7,711,183 | 135,047 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $7,371,943 | 133,453 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $6,684,944 | 138,376 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,382,543 | 130,469 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $6,752,399 | 125,743 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $6,242,295 | 121,351 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $5,929,207 | 116,579 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||