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BIP Wealth’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

BIP Wealth’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 		$9.28M Sell
154,391
-19,688
-11% -$1.2M 0.38% 58
2025
Q4 		$9.96M Sell
174,079
-10,086
-5% -$573K 0.35% 62
2025
Q3 		$10.5M Sell
184,165
-20,960
-10% -$1.19M 0.52% 41
2025
Q2 		$11.3M Sell
205,125
-23,328
-10% -$1.19M 0.7% 22
2025
Q1 		$11M Sell
228,453
-36,060
-14% -$1.77M 0.72% 21
2024
Q4 		$12.9M Buy
264,513
+8,420
+3% +$430K 0.87% 18
2024
Q3 		$13.8M Buy
256,093
+25,791
+11% +$1.34M 0.94% 19
2024
Q2 		$11.8M Sell
230,302
-24,896
-10% -$1.28M 0.97% 17
2024
Q1 		$13M Buy
255,198
+5,622
+2% +$278K 0.95% 14
2023
Q4 		$12.5M Buy
249,576
+18,641
+8% +$872K 0.98% 15
2023
Q3 		$10.7M Buy
230,935
+7,193
+3% +$344K 0.98% 15
2023
Q2 		$10.4M Buy
223,742
+27,887
+14% +$1.29M 0.85% 18
2023
Q1 		$8.96M Buy
+195,855
New +$8.98M 0.99% 21

Other funds holding DGS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

BIP Wealth's DGS Position: Q1 2026 in Review

BIP Wealth reduced its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 11% in Q1 2026, selling an estimated $1.2M and leaving 154,391 shares worth $9.28M. The position accounts for 0.38% of the portfolio, ranked #58.

BIP Wealth first reported a position in DGS in Q1 2023 and has held it in 13 quarters since. The position peaked at $13.8M in Q3 2024. 255 funds tracked by Wall St. Rank hold DGS as of Q1 2026.

  • BIP Wealth held 154,391 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $9.28M as of Q1 2026.
  • BIP Wealth sold 19,688 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2026, an estimated $1.2M.
  • WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.38% of BIP Wealth's portfolio in Q1 2026, its #58 holding.
  • BIP Wealth first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2023 and has held it in 13 quarters since.
  • BIP Wealth's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $13.8M in Q3 2024.
  • 255 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.