Chokshi & Queen Wealth Advisors, Inc
Position in DGS — WisdomTree Emerging Markets SmallCap Dividend Fund
CIK 2057199
San Diego, CA
Position in DGS
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$426,649
+$20,303 QoQ
Shares Held
7,099
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $426,649 | 7,099 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $406,346 | 7,099 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $405,352 | 7,099 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $392,148 | 7,099 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $342,952 | 7,099 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $347,283 | 7,099 | Shares | Sole | 2025-02-25 | |
| No filing history on record for this holder in this stock. | ||||||