WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
US ˙ ARCA ˙ US97717W2816

SecurityDGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership2,180 shares
Latest Disclosed Value $ 131,018
IFP Advisors, Inc reports 0.05% increase in ownership of DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 2,180 shares of WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund (US:DGS) valued at $131,018 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 2,179 shares of WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund. This represents a change in shares of 0.05% during the quarter. The current value of the position is $137,471 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F WISDOMTREE TR cs 97717W281 2,180 1 0.05 131 5.65 0.0027
2026-02-06 2025-12-31 13F WISDOMTREE TR cs 97717W281 2,179 320 17.21 125 16.98 0.0028
2026-02-06 2025-09-30 13F/A-1 WISDOMTREE TR EMG MKTS SMCAP cs 97717W281 1,859 -985 -34.63 106 -32.48 0.0028
2025-12-02 2025-09-30 13F WISDOMTREE TR EMG MKTS SMCAP cs 97717W281 1,860 -984 106 0.0027
2025-07-24 2025-06-30 13F WISDOMTREE TR cs 97717W281 2,844 254 9.81 157 25.60 0.0045
2025-05-05 2025-03-31 13F WISDOMTREE TR cs 97717W281 2,590 399 18.21 125 16.82 0.0039
2025-02-04 2024-12-31 13F WISDOMTREE TR cs 97717W281 2,191 669 43.96 107 32.10 0.0035
2025-02-04 2024-09-30 13F WISDOMTREE TR cs 97717W281 1,522 996 189.35 82 200.00 0.0029
2024-07-30 2024-06-30 13F WISDOMTREE TR cs 97717W281 526 -1,110 -67.85 27 -67.47 0.0011
2024-07-30 2024-03-31 13F WISDOMTREE TR cs 97717W281 1,636 -511 -23.80 83 -22.43 0.0036
2024-01-09 2023-12-31 13F WISDOMTREE TR cs 97717W281 2,147 526 32.45 107 44.59 0.0051
2023-10-12 2023-09-30 13F WISDOMTREE TR cs 97717W281 1,621 48 3.05 75 1.37 0.0034
2023-08-14 2023-06-30 13F/A-1 WISDOMTREE TR cs 97717W281 1,573 -4,177 -72.64 73 -75.59 0.0031
2023-08-04 2023-06-30 13F WISDOMTREE TR cs 97717W281 1,573 -4,177 82 0.0038
2023-04-18 2023-03-31 13F WISDOMTREE TR cs 97717W281 5,750 -7,780 -57.50 300 0.0130
2023-02-07 2022-12-31 13F WISDOMTREE TR cs 97717W281 13,530 -428 -3.07 1 -100.00 0.0189
2022-11-08 2022-09-30 13F WISDOMTREE TR cs 97717W281 13,958 3,106 28.62 730 29.43 0.0190
2022-09-06 2022-06-30 13F/A-1 WISDOMTREE TR cs 97717W281 10,852 0 0.00 564 0.00 0.0181
2022-08-12 2022-06-30 13F WISDOMTREE TR EMG MKTS SMCAP Stock 97717W281 1,012 -9,840 53 0.0949
2022-09-06 2022-03-31 13F/A-1 WISDOMTREE TR cs 97717W281 10,852 7,530 226.67 564 218.64 0.0181
2022-08-08 2022-03-31 13F WISDOMTREE TR EMG MKTS SMCAP Stock 97717W281 3,322 0 175 0.0036
2022-01-12 2021-12-31 13F WISDOMTREE TR EMG MKTS SMCAP Stock 97717W281 3,322 16 0.48 177 -1.12 0.0035
2021-10-06 2021-09-30 13F WISDOMTREE TR EMG MKTS SMCAP Stock 97717W281 3,306 -103 -3.02 179 -3.24 0.0036
2021-07-13 2021-06-30 13F WISDOMTREE TR EMG MKTS SMCAP Stock 97717W281 3,409 476 16.23 185 23.33 0.0038
2021-04-30 2021-03-31 13F WISDOMTREE TR EMG MKTS SMCAP Stock 97717W281 2,933 -1,227 -29.50 150 -24.24 0.0029
2021-01-25 2020-12-31 13F WISDOMTREE TR EMG MKTS SMCAP Stock 97717W281 4,160 1,855 80.48 198 110.64 0.0080
2020-10-29 2020-09-30 13F WISDOMTREE TR EMG MKTS SMCAP Stock 97717W281 2,305 698 43.43 94 46.88 0.0056
2020-08-05 2020-06-30 13F WISDOMTREE TR EMG MKTS SMCAP Stock 97717W281 1,607 -246 -13.28 64 0.00 0.0051
2020-05-12 2020-03-31 13F WISDOMTREE TR EMG MKTS SMCAP Stock 97717W281 1,853 -828 -30.88 64 -50.77 0.0065
2020-01-17 2019-12-31 13F WISDOMTREE TR EMG MKTS SMCAP Stock 97717W281 2,681 -16,501 -86.02 130 -84.63 0.0098
2019-11-07 2019-09-30 13F WISDOMTREE TR EMG MKTS SMCAP Stock 97717W281 19,182 18,849 5,660.36 846 5,187.50 0.0567
2019-05-15 2019-03-31 13F WISDOMTREE EMERGINGMARKETS SMALL CAPDIVIDEND ETF ETF 97717W281 333 -1,274 -79.28 16 -76.12 0.0022
2019-06-03 2018-12-31 13F/A-10 WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND ETF 97717W281 1,607 -1,289 -44.51 67 -49.24 0.0041
2019-01-23 2018-12-31 13F WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND ETF 97717W281 1,607 -1,289 67 0.0041
2019-06-03 2018-09-30 13F/A-9 WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND ETF 97717W281 2,896 -106 -3.53 132 -7.69 0.0054
2018-10-25 2018-09-30 13F WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND ETF 97717W281 2,896 -106 132 0.0054
2019-06-03 2018-06-30 13F/A-8 WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND ETF 97717W281 3,002 1,626 118.17 143 98.61 0.0060
2018-08-07 2018-06-30 13F WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND ETF 97717W281 3,002 240 143
2019-06-03 2018-03-31 13F/A-7 WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND ETF 97717W281 1,376 0 0.00 72 0.00 0.0033
2018-05-09 2018-03-31 13F WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND ETF 97717W281 2,762 1,386 149
2019-06-03 2017-12-31 13F/A-6 WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND ETF 97717W281 1,376 612 80.10 72 94.59 0.0033
2018-01-24 2017-12-31 13F WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND ETF 97717W281 1,376 612 72
2017-10-30 2017-09-30 13F WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND ETF 97717W281 764 74 10.72 37 15.63 0.0015
2019-06-03 2017-06-30 13F/A-5 WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND ETF 97717W281 690 4 0.58 32 3.23 0.0014
2017-07-31 2017-06-30 13F WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND ETF 97717W281 690 4 32
2019-06-03 2017-03-31 13F/A-4 WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND ETF 97717W281 686 -161 -19.01 31 -6.06 0.0014
2017-04-26 2017-03-31 13F WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND ETF 97717W281 686 -161 31
2019-06-03 2016-12-31 13F/A-3 WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND ETF 97717W281 847 -52 -5.78 33 -13.16 0.0016
2017-02-14 2016-12-31 13F WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND ETF 97717W281 847 -52 33
2016-11-04 2016-09-30 13F WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND ETF 97717W281 899 124 16.00 38 26.67 0.0020
2019-06-03 2016-06-30 13F/A-2 WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND ETF 97717W281 775 442 132.73 30 87.50 0.0017
2016-08-22 2016-06-30 13F WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND ETF 97717W281 775 442 30
2019-06-03 2016-03-31 13F/A-1 WISDOMTREE EMERGINGMARKETS SMALL CAPDIVIDEND ETF ETF 97717W281 333 -437 -56.75 16 -40.74 0.0022
2016-05-02 2016-03-31 13F WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND ETF 97717W281 770 0 29
2016-02-11 2015-12-31 13F WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND ETF 97717W281 770 770 27 0.0018
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.