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

Aspect 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 Q3	$213K	Hold	3,364	–	–	0.08%	79
2026 Q2	$218K	Hold	3,364	–	–	0.08%	76
2026 Q1	$202K	Hold	3,364	–	–	0.08%	75
2025 Q4	$193K	Hold	3,364	–	–	0.08%	77
2025 Q3	$192K	Hold	3,364	–	–	0.09%	76
2025 Q2	$186K	Hold	3,364	–	–	0.09%	81
2025 Q1	$163K	Hold	3,364	–	–	0.09%	78
2024 Q4	$165K	Hold	3,364	–	–	0.1%	76
2024 Q3	$181K	Hold	3,364	–	–	0.1%	71
2024 Q2	$173K	Hold	3,364	–	–	0.1%	75
2024 Q1	$171K	Hold	3,364	–	–	0.14%	73
2023 Q4	$168K	Buy	+3,364	New	+$157K	0.11%	72

Other funds holding DGS

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return

Neumann Capital Management Foster City, California $391M AUM 14.43% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Blueline Advisors Exeter, New Hampshire $142M AUM 7.87% 1-Year Est. Return

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Leibman Financial Services Louisville, Nebraska $145M AUM 10.64% 1-Year Est. Return

Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return

Aspect Partners's DGS Position: Q3 2026 in Review

Aspect Partners held its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) position steady in Q3 2026 at 3,364 shares worth $213K. The position accounts for 0.08% of the portfolio, ranked #79.

Aspect Partners first reported a position in DGS in Q4 2023 and has held it in 12 quarters since. The position peaked at $218K in Q2 2026. 63 funds tracked by Wall St. Rank hold DGS as of Q3 2026.

Aspect Partners held 3,364 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $213K as of Q3 2026.
Aspect Partners left its WisdomTree Emerging Markets SmallCap Dividend Fund share count unchanged in Q3 2026.
WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.08% of Aspect Partners's portfolio in Q3 2026, its #79 holding.
Aspect Partners first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2023 and has held it in 12 quarters since.
Aspect Partners's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $218K in Q2 2026.
63 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.