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 Q2	$4.14K	Sell	64 -62	-49%	-$3.98K	﹤0.01%	1799
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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Advisornet Financial's DGS Position: Q2 2026 in Review

Advisornet Financial reduced its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 49% in Q2 2026, selling an estimated $3.98K and leaving 64 shares worth $4.14K. The position accounts for ﹤0.01% of the portfolio, ranked #1799.

Advisornet Financial first reported a position in DGS in Q4 2017 and has held it in 24 quarters since. The position peaked at $100K in Q1 2018. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

Advisornet Financial held 64 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $4.14K as of Q2 2026.
Advisornet Financial sold 62 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $3.98K.
WisdomTree Emerging Markets SmallCap Dividend Fund made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1799 holding.
Advisornet Financial first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2017 and has held it in 24 quarters since.
Advisornet Financial's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $100K in Q1 2018.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.