Bristlecone Value Partners’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Bristlecone Value Partners’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	$7.68M	Sell	118,729 -1,258	-1%	-$80.8K	6.18%	4
2026 Q1	$7.21M	Sell	119,987 -6	-0%	-$367	6.35%	4
2025 Q4	$6.87M	Buy	+119,993	New	+$6.82M	7.93%	4

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 $104B AUM 28.3% 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

Bristlecone Value Partners's DGS Position: Q2 2026 in Review

Bristlecone Value Partners reduced its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 1% in Q2 2026, selling an estimated $80.8K and leaving 118,729 shares worth $7.68M. The position accounts for 6.18% of the portfolio, ranked #4.

Bristlecone Value Partners first reported a position in DGS in Q4 2025 and has held it in 3 quarters since. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

Bristlecone Value Partners held 118,729 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $7.68M as of Q2 2026.
Bristlecone Value Partners sold 1,258 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $80.8K.
WisdomTree Emerging Markets SmallCap Dividend Fund made up 6.18% of Bristlecone Value Partners's portfolio in Q2 2026, its #4 holding.
Bristlecone Value Partners first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2025 and has held it in 3 quarters since.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Bristlecone Value Partners's 13F filing for Q2 2026, filed 14 Aug 2026.