AlphaCore Capital’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

AlphaCore Capital’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	–	Sell	-150	Closed	-$8.59K	–	1298
2025 Q4	$8.59K	Hold	150	–	–	﹤0.01%	1323
2025 Q3	$8.56K	Hold	150	–	–	﹤0.01%	995
2025 Q2	$8.29K	Buy	+150	New	+$7.68K	﹤0.01%	970
2024 Q2	–	Sell	-3,808	Closed	-$194K	–	231
2024 Q1	$194K	Buy	+3,808	New	+$188K	0.05%	144
2020 Q3	–	Sell	-533	Closed	-$21K	–	62
2020 Q2	$21K	Buy	533 +8	+2%	+$297	0.02%	55
2020 Q1	$17K	Buy	525 +1	+0.2%	+$42	0.01%	172
2019 Q4	$25K	Buy	+524	New	+$24K	0.02%	97

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

AlphaCore Capital's DGS Position: Q1 2026 in Review

AlphaCore Capital sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q1 2026, closing a stake of 150 shares — an estimated $8.59K sold.

AlphaCore Capital first reported a position in DGS in Q4 2019 and held it in 7 quarters. The position peaked at $194K in Q1 2024. 258 funds tracked by Wall St. Rank hold DGS as of Q1 2026.

AlphaCore Capital reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q1 2026 after selling out during the quarter.
AlphaCore Capital sold 150 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2026, an estimated $8.59K.
AlphaCore Capital first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2019 and held it in 7 quarters.
AlphaCore Capital's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $194K in Q1 2024.
258 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.