MONTAG A & ASSOCIATES INC
Position in DGS — WisdomTree Emerging Markets SmallCap Dividend Fund
CIK 829407
ATLANTA, GA
Position in DGS
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$24,040
+$1,144 QoQ
Shares Held
400
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 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
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,040 | 400 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $22,896 | 400 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $22,840 | 400 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $22,096 | 400 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $49,131 | 1,017 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $49,702 | 1,016 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $54,344 | 1,012 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $51,748 | 1,006 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $52,182 | 1,026 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $51,217 | 1,026 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $47,185 | 1,020 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $46,995 | 1,010 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $45,698 | 998 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $43,814 | 996 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $39,501 | 992 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $43,747 | 980 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $51,541 | 967 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $51,067 | 965 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $51,287 | 959 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $51,864 | 952 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $48,469 | 945 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $45,047 | 944 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||