Causey Wealth LLC
Position in DGS — WisdomTree Emerging Markets SmallCap Dividend Fund
CIK 2132639
GREENWOOD VILLAGE, CO
Position in DGS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,352,200
+$270,389 QoQ
Shares Held
67,257
-1.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
8.17%
of 13F equity value
Holder Rank
#21
of 92 holders
Holding Since
Dec 2024
7 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
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,352,200 | 67,257 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,081,811 | 67,917 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,551,782 | 79,521 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $4,419,711 | 77,403 | Shares | Sole | 2026-05-19 | |
| 2025-06-30 | $4,330,539 | 78,395 | Shares | Sole | 2026-05-19 | |
| 2025-03-31 | $4,770,998 | 98,758 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $5,452,182 | 111,451 | Shares | Sole | 2026-05-19 | |
| No filing history on record for this holder in this stock. | ||||||