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 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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

AssuredPartners Investment Advisors's DGS Position: Q1 2026 in Review

AssuredPartners Investment Advisors reduced its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 3.6% in Q1 2026, selling an estimated $20.6K and leaving 9,005 shares worth $540K. The position accounts for 0.06% of the portfolio, ranked #240.

AssuredPartners Investment Advisors first reported a position in DGS in Q4 2024 and has held it in 4 quarters since. The position peaked at $583K in Q4 2024. 256 funds tracked by Wall St. Rank hold DGS as of Q1 2026.

AssuredPartners Investment Advisors held 9,005 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $540K as of Q1 2026.
AssuredPartners Investment Advisors sold 337 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2026, an estimated $20.6K.
WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.06% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #240 holding.
AssuredPartners Investment Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2024 and has held it in 4 quarters since.
AssuredPartners Investment Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $583K in Q4 2024.
256 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.