Atlas Capital Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Atlas Capital 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	$42.1K	Hold	651	–	–	﹤0.01%	756
2026 Q1	$39.1K	Hold	651	–	–	﹤0.01%	684
2025 Q4	$37.3K	Buy	+651	New	+$37K	﹤0.01%	656
2025 Q2	$36K	Hold	651	–	–	﹤0.01%	660
2025 Q1	$31.4K	Hold	651	–	–	﹤0.01%	685
2024 Q4	$31.8K	Hold	651	–	–	﹤0.01%	671
2024 Q3	$35K	Hold	651	–	–	0.01%	622
2024 Q2	$33.5K	Hold	651	–	–	﹤0.01%	635
2024 Q1	$33.1K	Hold	651	–	–	0.01%	619
2023 Q4	$32.5K	Sell	651 -69	-10%	-$3.23K	﹤0.01%	640
2023 Q3	$33.3K	Hold	720	–	–	0.01%	586
2023 Q2	$33.5K	Hold	720	–	–	0.01%	619
2023 Q1	$33K	Buy	720 +69	+11%	+$3.16K	0.01%	620
2022 Q4	$28.6K	Hold	651	–	–	﹤0.01%	623
2022 Q3	$25.9K	Hold	651	–	–	﹤0.01%	624
2022 Q2	$29.1K	Hold	651	–	–	﹤0.01%	634
2022 Q1	$34.7K	Hold	651	–	–	0.01%	581
2021 Q4	$34.5K	Hold	651	–	–	0.01%	577
2021 Q3	$34.8K	Buy	+651	New	+$35.4K	0.01%	568
2019 Q1	–	Sell	-555	Closed	-$23.2K	–	569
2018 Q4	$23.2K	Hold	555	–	–	0.01%	458
2018 Q3	$24.8K	Hold	555	–	–	0.01%	459
2018 Q2	$26.6K	Sell	555 -1,164	-68%	-$60.4K	0.01%	427
2018 Q1	$92.9K	Buy	+1,719	New	+$93.2K	0.03%	356

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 $103B AUM 28.65% 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

Atlas Capital Advisors's DGS Position: Q2 2026 in Review

Atlas Capital Advisors held its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) position steady in Q2 2026 at 651 shares worth $42.1K. The position accounts for ﹤0.01% of the portfolio, ranked #756.

Atlas Capital Advisors first reported a position in DGS in Q1 2018 and has held it in 23 quarters since. The position peaked at $92.9K in Q1 2018. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

Atlas Capital Advisors held 651 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $42.1K as of Q2 2026.
Atlas Capital Advisors left its WisdomTree Emerging Markets SmallCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree Emerging Markets SmallCap Dividend Fund made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q2 2026, its #756 holding.
Atlas Capital Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2018 and has held it in 23 quarters since.
Atlas Capital Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $92.9K in Q1 2018.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.