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AssuredPartners Investment Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

AssuredPartners Investment 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 		$672K Buy
10,383
+1,378
+15% +$88.5K 0.07% 229
2026
Q1 		$540K Sell
9,005
-337
-4% -$20.6K 0.06% 240
2025
Q4 		$535K Buy
+9,342
New +$531K 0.08% 200
2025
Q2 		– Sell
-10,800
Closed -$522K – 266
2025
Q1 		$522K Sell
10,800
-1,113
-9% -$54.6K 0.1% 195
2024
Q4 		$583K Buy
+11,913
New +$609K 0.11% 180

Other funds holding DGS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

AssuredPartners Investment Advisors's DGS Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 15% in Q2 2026, buying an estimated $88.5K and bringing the position to 10,383 shares worth $672K. The position accounts for 0.07% of the portfolio, ranked #229.

AssuredPartners Investment Advisors first reported a position in DGS in Q4 2024 and has held it in 5 quarters since. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

  • AssuredPartners Investment Advisors held 10,383 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $672K as of Q2 2026.
  • AssuredPartners Investment Advisors bought 1,378 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $88.5K.
  • WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.07% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #229 holding.
  • AssuredPartners Investment Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2024 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 AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.