PlanVest Financial, Inc
Position in DGS — WisdomTree Emerging Markets SmallCap Dividend Fund
CIK 2135239
GAITHERSBURG, MD
Position in DGS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$478,095
New position
Shares Held
7,955
first reported quarter
Ownership
—
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
All Filings in DGS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $478,095 | 7,955 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||