PENSION & WEALTH MANAGEMENT ADVISORS, INC. DGS — WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND

Ownership history in PENSION & WEALTH MANAGEMENT ADVISORS, INC.  ·  2 quarters on record

AI Ownership Summary

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND (DGS) in 2 quarterly 13F filings from 2026 Q2 through 2026 Q3. Peak portfolio weight reached 1.78% in 2026 Q3. The latest visible filing shows DGS at 1.78% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DGS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s position in WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

DGS was reported at 1.78% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.78% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DGS stock page PENSION & WEALTH MANAGEMENT ADVISORS, INC. fund profile PENSION & WEALTH MANAGEMENT ADVISORS, INC. full holdings
How PENSION & WEALTH MANAGEMENT ADVISORS, INC. held DGS — position size vs. price
% of Fund (quarterly)    DGS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 124,236 +120,306 +3061.2% 1.78% $7.8M 2026-10-16 $61.94
2026 Q2 INITIATED — — — 3,930 — — 0.15% $173K 2026-08-07 $63.10

🏢 Other funds also holding DGS

As of 2026 Q3 — sorted by position size

Stonebridge Wealth Management, LLC 6.8% BLUELINE ADVISORS LLC 5.56% Leibman Financial Services, Inc. 4.63% Neumann Capital Management, LLC 3Y 7Y 2.59% Shore Point Advisors, LLC 3Y 1.82% Baker Ellis Asset Management LLC 3Y 7Y 1.11% Sound Stewardship, LLC 3Y 0.94% Discipline Wealth Solutions, LLC 0.63% Financial Harvest, LLC 0.63% Farmers & Merchants Trust Co of Chambersburg PA 3Y 7Y 0.54%

FAQ About PENSION & WEALTH MANAGEMENT ADVISORS, INC. and DGS

These are the practical questions this page is built to answer before you even open the full history table.

How long has PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported owning DGS?

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported DGS across 2 quarterly 13F filings, from 2026 Q2 through 2026 Q3.

What was the largest reported DGS position in PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio?

The largest reported portfolio weight for DGS was 1.78% in 2026 Q3.

What is the latest reported DGS position on this page?

The most recent filing on this page is 2026 Q3, when PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported 124,236 shares, equal to 1.78% of portfolio, with an estimated market value of $7.8M.

What does the chart on this DGS ownership page compare?

The chart compares PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s quarterly DGS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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