Beckerman Institutional’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Beckerman Institutional’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	$4.09M	Sell	63,195 -1,737	-3%	-$112K	1.95%	13
2026 Q1	$3.9M	Sell	64,932 -1,175	-2%	-$71.8K	2.07%	12
2025 Q4	$3.78M	Buy	66,107 +1,657	+3%	+$94.2K	2.12%	10
2025 Q3	$3.68M	Buy	64,450 +3,192	+5%	+$181K	2.17%	10
2025 Q2	$3.38M	Buy	61,258 +2,799	+5%	+$143K	2.25%	10
2025 Q1	$2.82M	Buy	58,459 +3,850	+7%	+$189K	2.04%	10
2024 Q4	$2.67M	Buy	54,609 +3,552	+7%	+$181K	2.14%	10
2024 Q3	$2.74M	Buy	+51,057	New	+$2.66M	2.31%	9

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 22.96% 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

Beckerman Institutional's DGS Position: Q2 2026 in Review

Beckerman Institutional reduced its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 2.7% in Q2 2026, selling an estimated $112K and leaving 63,195 shares worth $4.09M. The position accounts for 1.95% of the portfolio, ranked #13.

Beckerman Institutional first reported a position in DGS in Q3 2024 and has held it in 8 quarters since. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

Beckerman Institutional held 63,195 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $4.09M as of Q2 2026.
Beckerman Institutional sold 1,737 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $112K.
WisdomTree Emerging Markets SmallCap Dividend Fund made up 1.95% of Beckerman Institutional's portfolio in Q2 2026, its #13 holding.
Beckerman Institutional first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2024 and has held it in 8 quarters since.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Beckerman Institutional's 13F filing for Q2 2026, filed 11 Aug 2026.