Broadwater Capital’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Broadwater Capital’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	$9.12K	Hold	141	–	–	0.01%	161
2026 Q1	$8.07K	Hold	141	–	–	0.01%	163
2025 Q4	$8.07K	Hold	141	–	–	0.01%	163
2025 Q3	$8.05K	Sell	141 -7,648	-98%	-$433K	0.01%	171
2025 Q2	$7.79K	Buy	7,789 +7,648	+5,424%	+$392K	0.01%	172
2025 Q1	$6.81K	Sell	141 -138	-49%	-$6.77K	0.01%	173
2024 Q4	$13.6K	Hold	279	–	–	0.01%	155
2024 Q3	$15K	Hold	279	–	–	0.01%	155
2024 Q2	$14.4K	Hold	279	–	–	0.01%	156
2024 Q1	$14.2K	Buy	+279	New	+$13.8K	0.01%	156

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

Broadwater Capital's DGS Position: Q2 2026 in Review

Broadwater Capital held its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) position steady in Q2 2026 at 141 shares worth $9.12K. The position accounts for 0.01% of the portfolio, ranked #161.

Broadwater Capital first reported a position in DGS in Q1 2024 and has held it in 10 quarters since. The position peaked at $15K in Q3 2024. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

Broadwater Capital held 141 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $9.12K as of Q2 2026.
Broadwater Capital 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 Broadwater Capital's portfolio in Q2 2026, its #161 holding.
Broadwater Capital first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2024 and has held it in 10 quarters since.
Broadwater Capital's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $15K in Q3 2024.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.