CREATIVE FINANCIAL DESIGNS INC /ADV

Position in DGS — WisdomTree Emerging Markets SmallCap Dividend Fund

CIK 819864 KOKOMO, IN

Position in DGS

as of Mar 31, 2026 · filed Apr 13, 2026 Compact

Position Value

$17,008

-$6,174 QoQ

Shares Held

283

-30.1% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$17,008	283	-30.1%	Shares	Sole	2026-04-13
2025-12-31	$23,182	405	-6.5%	Shares	Sole	2026-02-06
2025-09-30	$24,724	433	-71.5%	Shares	Sole	2025-11-12
2025-06-30	$84,020	1,521	-11.9%	Shares	Sole	2025-08-04
2025-03-31	$83,431	1,727	-19.7%	Shares	Sole	2025-04-23
2024-12-31	$105,226	2,151	+5.5%	Shares	Sole	2025-02-10
2024-09-30	$109,494	2,039	+3.0%	Shares	Sole	2024-10-28
2024-06-30	$101,851	1,980	-0.5%	Shares	Sole	2024-08-06
2024-03-31	$101,160	1,989	+17.8%	Shares	Sole	2024-05-01
2023-12-31	$84,314	1,689	+0.8%	Shares	Sole	2024-01-10
2023-09-30	$77,531	1,676	+23.5%	Shares	Sole	2023-11-14
2023-06-30	$63,141	1,357	+93.3%	Shares	Sole	2023-07-26
2023-03-31	$32,144	702	+0.9%	Shares	Sole	2023-04-25
2022-12-31	$30,617	696	-8.1%	Shares	Sole	2023-02-01
2022-09-30	$30,143	757	-3.8%	Shares	Sole	2022-11-01
2022-06-30	$35,131	787	+2.2%	Shares	Sole	2022-08-01
2022-03-31	$41,041	770	+36.0%	Shares	Sole	2022-04-15
2021-12-31	$29,952	566	-3.9%	Shares	Sole	2022-01-26
2021-09-30	$31,499	589	+62.7%	Shares	Sole	2021-10-08
2021-06-30	$19,721	362	+24.4%	Shares	Sole	2021-07-27
2020-06-30	$11,351	291	—	Shares	Sole	2020-07-23
No filing history on record for this holder in this stock.