LRI Investments, LLC
Position in DGS — WisdomTree Emerging Markets SmallCap Dividend Fund
CIK 2023325
PALM BEACH GARDENS, FL
Position in DGS
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$3,005
+$143 QoQ
Shares Held
50
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | $3,005 | 50 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,862 | 50 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,855 | 50 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,762 | 50 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,415 | 50 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,446 | 50 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,685 | 50 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $2,572 | 50 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $2,543 | 50 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||