Beaird Harris Wealth Management’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Beaird Harris Wealth Management’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	–	Sell	-220	Closed	-$12.6K	–	698
2025 Q4	$12.6K	Hold	220	–	–	﹤0.01%	375
2025 Q3	$12.6K	Hold	220	–	–	﹤0.01%	370
2025 Q2	$12.2K	Buy	+220	New	+$11.3K	﹤0.01%	369
2022 Q3	–	Sell	-166	Closed	-$7K	–	493
2022 Q2	$7K	Hold	166	–	–	﹤0.01%	275
2022 Q1	$9K	Hold	166	–	–	﹤0.01%	340
2021 Q4	$9K	Buy	+166	New	+$8.74K	﹤0.01%	413

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Beaird Harris Wealth Management's DGS Position: Q1 2026 in Review

Beaird Harris Wealth Management sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q1 2026, closing a stake of 220 shares — an estimated $12.6K sold.

Beaird Harris Wealth Management first reported a position in DGS in Q4 2021 and held it in 6 quarters. The position peaked at $12.6K in Q4 2025. 258 funds tracked by Wall St. Rank hold DGS as of Q1 2026.

Beaird Harris Wealth Management reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q1 2026 after selling out during the quarter.
Beaird Harris Wealth Management sold 220 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2026, an estimated $12.6K.
Beaird Harris Wealth Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2021 and held it in 6 quarters.
Beaird Harris Wealth Management's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $12.6K in Q4 2025.
258 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.