Blue Trust Inc’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Blue Trust Inc’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	$65	Hold	1	–	–	﹤0.01%	2420
2026 Q1	$60	Hold	1	–	–	﹤0.01%	2464
2025 Q4	$57	Hold	1	–	–	﹤0.01%	2508
2025 Q3	$57	Hold	1	–	–	﹤0.01%	2547
2025 Q2	$55	Hold	1	–	–	﹤0.01%	2422
2025 Q1	$48	Hold	1	–	–	﹤0.01%	2455
2024 Q4	$49	Hold	1	–	–	﹤0.01%	2407
2024 Q3	$51	Hold	1	–	–	﹤0.01%	2881
2024 Q2	$51	Hold	1	–	–	﹤0.01%	2685
2024 Q1	$51	Buy	+1	New	+$49	﹤0.01%	2128
2023 Q4	–	Sell	-88	Closed	-$4K	–	2535
2023 Q3	$4K	Buy	+88	New	+$4.21K	﹤0.01%	1687
2023 Q1	–	Sell	-552	Closed	-$22K	–	2377
2022 Q4	$22K	Hold	552	–	–	﹤0.01%	1260
2022 Q3	$25K	Hold	552	–	–	﹤0.01%	1000
2022 Q2	$29K	Buy	+552	New	+$27.4K	﹤0.01%	843

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

Blue Trust Inc's DGS Position: Q2 2026 in Review

Blue Trust Inc held its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) position steady in Q2 2026 at 1 share worth $65. The position accounts for ﹤0.01% of the portfolio, ranked #2420.

Blue Trust Inc first reported a position in DGS in Q2 2022 and has held it in 14 quarters since. The position peaked at $29K in Q2 2022. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

Blue Trust Inc held 1 share of WisdomTree Emerging Markets SmallCap Dividend Fund worth $65 as of Q2 2026.
Blue Trust Inc left its WisdomTree Emerging Markets SmallCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree Emerging Markets SmallCap Dividend Fund made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #2420 holding.
Blue Trust Inc first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q2 2022 and has held it in 14 quarters since.
Blue Trust Inc's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $29K in Q2 2022.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.