Allworth Financial’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $19.7K | Sell |
305
-744
| -71% | -$47.8K | ﹤0.01% | 3211 |
|
|
2026
Q1 | $63K | Buy |
1,049
+3
| +0.3% | +$183 | ﹤0.01% | 2151 |
|
|
2025
Q4 | $59.9K | Buy |
1,046
+860
| +462% | +$48.9K | ﹤0.01% | 2081 |
|
|
2025
Q3 | $10.6K | Buy |
186
+66
| +55% | +$3.74K | ﹤0.01% | 3102 |
|
|
2025
Q2 | $6.63K | Hold |
120
| – | – | ﹤0.01% | 3107 |
|
|
2025
Q1 | $5.89K | Sell |
120
-1
| -0.8% | -$49 | ﹤0.01% | 2666 |
|
|
2024
Q4 | $5.93K | Hold |
121
| – | – | ﹤0.01% | 2677 |
|
|
2024
Q3 | $6.5K | Hold |
121
| – | – | ﹤0.01% | 2453 |
|
|
2024
Q2 | $6.25K | Sell |
121
-27
| -18% | -$1.39K | ﹤0.01% | 2413 |
|
|
2024
Q1 | $7.53K | Hold |
148
| – | – | ﹤0.01% | 2226 |
|
|
2023
Q4 | $7.39K | Sell |
148
-60
| -29% | -$2.81K | ﹤0.01% | 2104 |
|
|
2023
Q3 | $9.63K | Hold |
208
| – | – | ﹤0.01% | 1859 |
|
|
2023
Q2 | $9.68K | Hold |
208
| – | – | ﹤0.01% | 1871 |
|
|
2023
Q1 | $9.53K | Hold |
208
| – | – | ﹤0.01% | 1808 |
|
|
2022
Q4 | $9.15K | Sell |
208
-24
| -10% | -$1.02K | ﹤0.01% | 1713 |
|
|
2022
Q3 | $9K | Sell |
232
-226
| -49% | -$9.98K | ﹤0.01% | 1692 |
|
|
2022
Q2 | $20K | Buy |
458
+236
| +106% | +$11.7K | ﹤0.01% | 1242 |
|
|
2022
Q1 | $12K | Hold |
222
| – | – | ﹤0.01% | 1427 |
|
|
2021
Q4 | $12K | Buy |
222
+3
| +1% | +$158 | ﹤0.01% | 1314 |
|
|
2021
Q3 | $12K | Buy |
219
+3
| +1% | +$163 | ﹤0.01% | 1215 |
|
|
2021
Q2 | $12K | Buy |
216
+3
| +1% | +$160 | ﹤0.01% | 983 |
|
|
2021
Q1 | $11K | Hold |
213
| – | – | ﹤0.01% | 949 |
|
|
2020
Q4 | $10K | Buy |
+213
| New | +$9.49K | ﹤0.01% | 833 |
|
|
2016
Q4 | – | Sell |
-878
| Closed | -$37K | – | 683 |
|
|
2016
Q3 | $37K | Hold |
878
| – | – | ﹤0.01% | 253 |
|
|
2016
Q2 | $34K | Sell |
878
-2,948
| -77% | -$111K | ﹤0.01% | 247 |
|
|
2016
Q1 | $145K | Sell |
3,826
-247
| -6% | -$8.49K | 0.02% | 118 |
|
|
2015
Q4 | $143K | Sell |
4,073
-5,200
| -56% | -$191K | 0.03% | 111 |
|
|
2015
Q3 | $330K | Buy |
9,273
+700
| +8% | +$27K | 0.12% | 68 |
|
|
2015
Q2 | $372K | Hold |
8,573
| – | – | 0.13% | 67 |
|
|
2015
Q1 | $379K | Sell |
8,573
-25,991
| -75% | -$1.14M | 0.14% | 65 |
|
|
2014
Q4 | $1.49M | Buy |
34,564
+3,278
| +10% | +$146K | 0.56% | 18 |
|
|
2014
Q3 | $1.45M | Buy |
31,286
+26,599
| +568% | +$1.3M | 0.56% | 17 |
|
|
2014
Q2 | $225K | Sell |
4,687
-30,812
| -87% | -$1.46M | 0.1% | 72 |
|
|
2014
Q1 | $1.66M | Buy |
35,499
+30,819
| +659% | +$1.38M | 0.72% | 12 |
|
|
2013
Q4 | $216K | Sell |
4,680
-739
| -14% | -$35K | 0.11% | 54 |
|
|
2013
Q3 | $253K | Buy |
+5,419
| New | +$250K | 0.13% | 54 |
|
Other funds holding DGS
UA
Allworth Financial's DGS Position: Q2 2026 in Review
Allworth Financial reduced its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 71% in Q2 2026, selling an estimated $47.8K and leaving 305 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3211.
Allworth Financial first reported a position in DGS in Q3 2013 and has held it in 36 quarters since. The position peaked at $1.66M in Q1 2014. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.
- Allworth Financial held 305 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $19.7K as of Q2 2026.
- Allworth Financial sold 744 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $47.8K.
- WisdomTree Emerging Markets SmallCap Dividend Fund made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3211 holding.
- Allworth Financial first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2013 and has held it in 36 quarters since.
- Allworth Financial's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $1.66M in Q1 2014.
- 253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.
Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.