AE Wealth Management’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

AE Wealth Management’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	$15.4K	Sell	238 -909	-79%	-$58.4K	﹤0.01%	2306
2026 Q1	$69K	Buy	1,147 +898	+361%	+$54.9K	﹤0.01%	1889
2025 Q4	$14.3K	Buy	249 +1	+0.4%	+$57	﹤0.01%	2092
2025 Q3	$14.2K	Buy	248 +1	+0.4%	+$57	﹤0.01%	1950
2025 Q2	$13.6K	Buy	247 +184	+292%	+$9.42K	﹤0.01%	1832
2025 Q1	$3.04K	Buy	63 +50	+385%	+$2.45K	﹤0.01%	1990
2024 Q4	$636	Buy	+13	New	+$664	﹤0.01%	2067
2018 Q4	–	Sell	-4,628	Closed	-$211K	–	505
2018 Q3	$211K	Buy	+4,628	New	+$218K	0.01%	546

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

AE Wealth Management's DGS Position: Q2 2026 in Review

AE Wealth Management reduced its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 79% in Q2 2026, selling an estimated $58.4K and leaving 238 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2306.

AE Wealth Management first reported a position in DGS in Q3 2018 and has held it in 8 quarters since. The position peaked at $211K in Q3 2018. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

AE Wealth Management held 238 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $15.4K as of Q2 2026.
AE Wealth Management sold 909 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $58.4K.
WisdomTree Emerging Markets SmallCap Dividend Fund made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2306 holding.
AE Wealth Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2018 and has held it in 8 quarters since.
AE Wealth Management's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $211K in Q3 2018.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.