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

Aptus Capital Advisors’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	$234K	Hold	3,611	–	–	﹤0.01%	1054
2026 Q1	$217K	Hold	3,611	–	–	﹤0.01%	986
2025 Q4	$207K	Sell	3,611 -1	-0%	-$57	﹤0.01%	1025
2025 Q3	$206K	Buy	3,612 +1	+0%	+$57	﹤0.01%	971
2025 Q2	$199K	Sell	3,611 -36	-1%	-$1.84K	﹤0.01%	951
2025 Q1	$176K	Sell	3,647 -20	-0.5%	-$981	﹤0.01%	919
2024 Q4	$179K	Buy	3,667 +3,565	+3,495%	+$182K	﹤0.01%	911
2024 Q3	$5.48K	Sell	102 -25	-20%	-$1.3K	﹤0.01%	1140
2024 Q2	$6.53K	Buy	127 +91	+253%	+$4.69K	﹤0.01%	1057
2024 Q1	$1.83K	Hold	36	–	–	﹤0.01%	1133
2023 Q4	$1.8K	Buy	+36	New	+$1.68K	﹤0.01%	865
2023 Q2	–	Sell	-5	Closed	-$234	–	809
2023 Q1	$234	Hold	5	–	–	﹤0.01%	784
2022 Q4	$220	Hold	5	–	–	﹤0.01%	783
2022 Q3	$0	Hold	5	–	–	﹤0.01%	775
2022 Q2	$0	Hold	5	–	–	﹤0.01%	675
2022 Q1	$0	Buy	+5	New	+$263	﹤0.01%	685
2020 Q1	–	Sell	-5	Closed	–	–	434
2019 Q4	$0	Buy	+5	New	+$229	﹤0.01%	513

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 $103B AUM 28.65% 1-Year Est. Return

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

Aptus Capital Advisors's DGS Position: Q2 2026 in Review

Aptus Capital Advisors held its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) position steady in Q2 2026 at 3,611 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #1054.

Aptus Capital Advisors first reported a position in DGS in Q4 2019 and has held it in 17 quarters since. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

Aptus Capital Advisors held 3,611 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $234K as of Q2 2026.
Aptus Capital Advisors left its WisdomTree Emerging Markets SmallCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree Emerging Markets SmallCap Dividend Fund made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1054 holding.
Aptus Capital Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2019 and has held it in 17 quarters since.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.