Atria Investments’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Atria Investments’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	$318K	Sell	4,922 -979	-17%	-$62.9K	﹤0.01%	1808
2026 Q1	$355K	Sell	5,901 -93	-2%	-$5.69K	﹤0.01%	1649
2025 Q4	$343K	Buy	5,994 +527	+10%	+$30K	﹤0.01%	1663
2025 Q3	$312K	Buy	5,467 +742	+16%	+$42K	﹤0.01%	1697
2025 Q2	$261K	Buy	4,725 +23	+0.5%	+$1.18K	﹤0.01%	1782
2025 Q1	$227K	Sell	4,702 -58,058	-93%	-$2.85M	﹤0.01%	1762
2024 Q4	$3.07M	Buy	62,760 +7,442	+13%	+$380K	0.04%	519
2024 Q3	$2.97M	Buy	55,318 +9,452	+21%	+$492K	0.04%	529
2024 Q2	$2.36M	Sell	45,866 -1,543	-3%	-$79.4K	0.03%	591
2024 Q1	$2.41M	Buy	47,409 +3,459	+8%	+$171K	0.03%	582
2023 Q4	$2.19M	Buy	43,950 +20,305	+86%	+$950K	0.03%	561
2023 Q3	$1.09M	Buy	+23,645	New	+$1.13M	0.02%	801

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 22.9% 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

Atria Investments's DGS Position: Q2 2026 in Review

Atria Investments reduced its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 17% in Q2 2026, selling an estimated $62.9K and leaving 4,922 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #1808.

Atria Investments first reported a position in DGS in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.07M in Q4 2024. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

Atria Investments held 4,922 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $318K as of Q2 2026.
Atria Investments sold 979 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $62.9K.
WisdomTree Emerging Markets SmallCap Dividend Fund made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1808 holding.
Atria Investments first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2023 and has held it in 12 quarters since.
Atria Investments's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $3.07M in Q4 2024.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.