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BOK Financial Private Wealth’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

BOK Financial Private 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
2025
Q3 		– Sell
-121
Closed -$6.68K – 400
2025
Q2 		$6.68K Buy
+121
New +$6.19K ﹤0.01% 381

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BOK Financial Private Wealth's DGS Position: Q3 2025 in Review

BOK Financial Private Wealth sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q3 2025, closing a stake of 121 shares — an estimated $6.68K sold.

BOK Financial Private Wealth first reported a position in DGS in Q2 2025 and held it in 1 quarter. The position peaked at $6.68K in Q2 2025. 230 funds tracked by Wall St. Rank hold DGS as of Q3 2025.

  • BOK Financial Private Wealth reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q3 2025 after selling out during the quarter.
  • BOK Financial Private Wealth sold 121 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q3 2025, an estimated $6.68K.
  • BOK Financial Private Wealth first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q2 2025 and held it in 1 quarter.
  • BOK Financial Private Wealth's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $6.68K in Q2 2025.
  • 230 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2025.

Based on BOK Financial Private Wealth's 13F filing for Q3 2025, filed 7 Nov 2025.