TRB Wealth Management, LLC
Position in DGS — WisdomTree Emerging Markets SmallCap Dividend Fund
CIK 2130988
HOUSTON, TX
Position in DGS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,610,098
+$536,697 QoQ
Shares Held
86,696
+2.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.76%
of 13F equity value
Holder Rank
#18
of 92 holders
Holding Since
Mar 2026
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,610,098 | 86,696 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,073,401 | 84,416 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||