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

BKM 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 Q2	$4.68M	Sell	72,376 -6,795	-9%	-$436K	1.66%	17
2026 Q1	$4.76M	Sell	79,171 -489	-0.6%	-$29.9K	1.74%	13
2025 Q4	$4.56M	Buy	79,660 +1,852	+2%	+$105K	1.67%	13
2025 Q3	$4.44M	Sell	77,808 -1,383	-2%	-$78.4K	1.64%	14
2025 Q2	$4.37M	Sell	79,191 -1,065	-1%	-$54.5K	1.71%	13
2025 Q1	$3.88M	Buy	80,256 +1,419	+2%	+$69.6K	1.6%	13
2024 Q4	$3.86M	Buy	78,837 +967	+1%	+$49.4K	1.58%	15
2024 Q3	$4.18M	Buy	77,870 +9	+0%	+$469	1.7%	12
2024 Q2	$4.01M	Buy	77,861 +2,103	+3%	+$108K	1.93%	10
2024 Q1	$3.85M	Sell	75,758 -8,748,890	-99%	-$433M	1.66%	13
2023 Q4	$13M	Buy	+8,824,648	New	+$413M	5.55%	1

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

BKM Wealth Management's DGS Position: Q2 2026 in Review

BKM Wealth Management reduced its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 8.6% in Q2 2026, selling an estimated $436K and leaving 72,376 shares worth $4.68M. The position accounts for 1.66% of the portfolio, ranked #17.

BKM Wealth Management first reported a position in DGS in Q4 2023 and has held it in 11 quarters since. The position peaked at $13M in Q4 2023. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

BKM Wealth Management held 72,376 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $4.68M as of Q2 2026.
BKM Wealth Management sold 6,795 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $436K.
WisdomTree Emerging Markets SmallCap Dividend Fund made up 1.66% of BKM Wealth Management's portfolio in Q2 2026, its #17 holding.
BKM Wealth Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2023 and has held it in 11 quarters since.
BKM Wealth Management's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $13M in Q4 2023.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.