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Advisornet Financial’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Advisornet Financial’s Portfolio DGS Stock Details DGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.57K Hold
126
– – ﹤0.01% 1625
2025
Q4 		$7.21K Hold
126
– – ﹤0.01% 1649
2025
Q3 		$7.2K Hold
126
– – ﹤0.01% 1616
2025
Q2 		$6.96K Hold
126
– – ﹤0.01% 1586
2025
Q1 		$6.09K Buy
+126
New +$6.18K ﹤0.01% 1565
2022
Q2 		– Sell
-149
Closed -$8K – 1928
2022
Q1 		$8K Buy
149
+114
+326% +$5.99K ﹤0.01% 1490
2021
Q4 		$2K Hold
35
– – ﹤0.01% 1802
2021
Q3 		$2K Hold
35
– – ﹤0.01% 1738
2021
Q2 		$2K Hold
35
– – ﹤0.01% 1674
2021
Q1 		$2K Hold
35
– – ﹤0.01% 1622
2020
Q4 		$2K Hold
35
– – ﹤0.01% 1535
2020
Q3 		$1K Hold
35
– – ﹤0.01% 1621
2020
Q2 		$1K Sell
35
-185
-84% -$6.86K ﹤0.01% 1664
2020
Q1 		$7K Sell
220
-52
-19% -$2.2K ﹤0.01% 1345
2019
Q4 		$13K Hold
272
– – ﹤0.01% 1310
2019
Q3 		$12K Hold
272
– – ﹤0.01% 1320
2019
Q2 		$13K Sell
272
-1,590
-85% -$74K ﹤0.01% 1159
2019
Q1 		$88K Sell
1,862
-460
-20% -$21K 0.01% 586
2018
Q4 		$97K Buy
2,322
+415
+22% +$17.6K 0.01% 525
2018
Q3 		$87K Sell
1,907
-62
-3% -$2.91K 0.01% 581
2018
Q2 		$94K Buy
1,969
+114
+6% +$5.91K 0.01% 540
2018
Q1 		$100K Buy
1,855
+390
+27% +$21.1K 0.01% 529
2017
Q4 		$76K Buy
+1,465
New +$72.7K 0.01% 545

Other funds holding DGS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Advisornet Financial's DGS Position: Q1 2026 in Review

Advisornet Financial held its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) position steady in Q1 2026 at 126 shares worth $7.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1625.

Advisornet Financial first reported a position in DGS in Q4 2017 and has held it in 23 quarters since. The position peaked at $100K in Q1 2018. 255 funds tracked by Wall St. Rank hold DGS as of Q1 2026.

  • Advisornet Financial held 126 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $7.57K as of Q1 2026.
  • Advisornet Financial left its WisdomTree Emerging Markets SmallCap Dividend Fund share count unchanged in Q1 2026.
  • WisdomTree Emerging Markets SmallCap Dividend Fund made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #1625 holding.
  • Advisornet Financial first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2017 and has held it in 23 quarters since.
  • Advisornet Financial's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $100K in Q1 2018.
  • 255 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.