AssuredPartners Investment Advisors, LLC
Position in DGS — WisdomTree Emerging Markets SmallCap Dividend Fund
CIK 2055492
Tampa, FL
Position in DGS
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$541,200
+$6,464 QoQ
Shares Held
9,005
-3.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $541,200 | 9,005 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $534,736 | 9,342 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $521,748 | 10,800 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $582,783 | 11,913 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||