Beacon Pointe Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Beacon Pointe 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	$890K	Hold	13,752	–	–	﹤0.01%	1084
2026 Q1	$827K	Buy	13,752 +796	+6%	+$48.7K	﹤0.01%	1073
2025 Q4	$742K	Buy	+12,956	New	+$737K	0.01%	929
2025 Q2	–	Sell	-6,043	Closed	-$292K	–	1260
2025 Q1	$292K	Buy	+6,043	New	+$296K	﹤0.01%	1035
2024 Q4	–	Sell	-6,043	Closed	-$325K	–	1225
2024 Q3	$325K	Buy	+6,043	New	+$315K	﹤0.01%	993
2024 Q1	–	Sell	-6,003	Closed	-$300K	–	1362
2023 Q4	$300K	Sell	6,003 -200	-3%	-$9.36K	﹤0.01%	1081
2023 Q3	$287K	Sell	6,203 -46	-0.7%	-$2.2K	﹤0.01%	1087
2023 Q2	$291K	Sell	6,249 -325	-5%	-$15.1K	﹤0.01%	892
2023 Q1	$301K	Buy	6,574 +57	+0.9%	+$2.61K	0.01%	930
2022 Q4	$287K	Buy	+6,517	New	+$276K	0.01%	876
2022 Q3	–	Sell	-6,683	Closed	-$298K	–	1018
2022 Q2	$298K	Sell	6,683 -149	-2%	-$7.39K	0.01%	826
2022 Q1	$364K	Buy	+6,832	New	+$359K	0.01%	913

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

Beacon Pointe Advisors's DGS Position: Q2 2026 in Review

Beacon Pointe Advisors held its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) position steady in Q2 2026 at 13,752 shares worth $890K. The position accounts for ﹤0.01% of the portfolio, ranked #1084.

Beacon Pointe Advisors first reported a position in DGS in Q1 2022 and has held it in 12 quarters since. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

Beacon Pointe Advisors held 13,752 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $890K as of Q2 2026.
Beacon Pointe 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 Beacon Pointe Advisors's portfolio in Q2 2026, its #1084 holding.
Beacon Pointe Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2022 and has held it in 12 quarters since.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.