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 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

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

Aspect Partners's DGS Position: Q2 2026 in Review

Aspect Partners held its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) position steady in Q2 2026 at 3,364 shares worth $218K. The position accounts for 0.08% of the portfolio, ranked #76.

Aspect Partners first reported a position in DGS in Q4 2023 and has held it in 11 quarters since. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

Aspect Partners held 3,364 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $218K as of Q2 2026.
Aspect Partners left its WisdomTree Emerging Markets SmallCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.08% of Aspect Partners's portfolio in Q2 2026, its #76 holding.
Aspect Partners first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2023 and has held it in 11 quarters since.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.