BFG
DGS icon

Berger Financial Group’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Berger Financial Group’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 		$253K Buy
3,904
+26
+0.7% +$1.67K 0.01% 413
2026
Q1 		$233K Sell
3,878
-212
-5% -$13K 0.01% 422
2025
Q4 		$234K Buy
4,090
+22
+0.5% +$1.25K 0.01% 420
2025
Q3 		$232K Buy
4,068
+30
+0.7% +$1.7K 0.01% 403
2025
Q2 		$223K Buy
+4,038
New +$207K 0.01% 388
2025
Q1 		– Sell
-5,134
Closed -$251K – 420
2024
Q4 		$251K Buy
5,134
+13
+0.3% +$664 0.02% 355
2024
Q3 		$275K Buy
5,121
+23
+0.5% +$1.2K 0.02% 325
2024
Q2 		$262K Buy
5,098
+27
+0.5% +$1.39K 0.02% 309
2024
Q1 		$258K Buy
5,071
+2
+0% +$99 0.02% 310
2023
Q4 		$253K Sell
5,069
-476
-9% -$22.3K 0.03% 263
2023
Q3 		$257K Buy
5,545
+33
+0.6% +$1.58K 0.03% 231
2023
Q2 		$256K Buy
5,512
+38
+0.7% +$1.76K 0.03% 239
2023
Q1 		$251K Buy
+5,474
New +$251K 0.03% 233
2022
Q3 		– Sell
-5,962
Closed -$266K – 238
2022
Q2 		$266K Hold
5,962
– – 0.04% 196
2022
Q1 		$318K Hold
5,962
– – 0.04% 200
2021
Q4 		$316K Hold
5,962
– – 0.04% 203
2021
Q3 		$319K Buy
5,962
+906
+18% +$49.2K 0.06% 155
2021
Q2 		$275K Sell
5,056
-482
-9% -$25.7K 0.05% 166
2021
Q1 		$284K Sell
5,538
-82,580
-94% -$4.1M 0.06% 154
2020
Q4 		$4.21M Buy
+88,118
New +$3.93M 0.73% 42

Other funds holding DGS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Berger Financial Group's DGS Position: Q2 2026 in Review

Berger Financial Group increased its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 0.67% in Q2 2026, buying an estimated $1.67K and bringing the position to 3,904 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #413.

Berger Financial Group first reported a position in DGS in Q4 2020 and has held it in 20 quarters since. The position peaked at $4.21M in Q4 2020. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

  • Berger Financial Group held 3,904 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $253K as of Q2 2026.
  • Berger Financial Group bought 26 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $1.67K.
  • WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.01% of Berger Financial Group's portfolio in Q2 2026, its #413 holding.
  • Berger Financial Group first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2020 and has held it in 20 quarters since.
  • Berger Financial Group's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $4.21M in Q4 2020.
  • 253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.