Arax Advisory Partners’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Arax Advisory Partners’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	$96.7K	Buy	1,494 +1,476	+8,200%	+$94.8K	﹤0.01%	2753
2026 Q1	$1.08K	Hold	18	–	–	﹤0.01%	3281
2025 Q4	$1.02K	Buy	18 +1	+6%	+$57	﹤0.01%	3475
2025 Q3	$1.01K	Hold	17	–	–	﹤0.01%	3255
2025 Q2	$966	Buy	+17	New	+$870	﹤0.01%	2791

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 22.96% 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

Arax Advisory Partners's DGS Position: Q2 2026 in Review

Arax Advisory Partners increased its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 8,200% in Q2 2026, buying an estimated $94.8K and bringing the position to 1,494 shares worth $96.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2753.

Arax Advisory Partners first reported a position in DGS in Q2 2025 and has held it in 5 quarters since. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

Arax Advisory Partners held 1,494 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $96.7K as of Q2 2026.
Arax Advisory Partners bought 1,476 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $94.8K.
WisdomTree Emerging Markets SmallCap Dividend Fund made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2753 holding.
Arax Advisory Partners first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q2 2025 and has held it in 5 quarters since.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.