Cahill Financial Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Cahill Financial Advisors’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	$646K	Sell	9,982 -83	-0.8%	-$5.33K	0.06%	161
2026 Q1	$605K	Sell	10,065 -634	-6%	-$38.8K	0.07%	158
2025 Q4	$612K	Buy	10,699 +661	+7%	+$37.6K	0.07%	156
2025 Q3	$573K	Buy	10,038 +16	+0.2%	+$907	0.07%	161
2025 Q2	$554K	Buy	10,022 +347	+4%	+$17.8K	0.07%	156
2025 Q1	$467K	Buy	9,675 +42	+0.4%	+$2.06K	0.06%	171
2024 Q4	$471K	Buy	+9,633	New	+$492K	0.06%	169
2021 Q4	–	Sell	-100	Closed	-$5K	–	357
2021 Q3	$5K	Buy	+100	New	+$5.43K	﹤0.01%	672

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

Cahill Financial Advisors's DGS Position: Q2 2026 in Review

Cahill Financial Advisors reduced its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 0.82% in Q2 2026, selling an estimated $5.33K and leaving 9,982 shares worth $646K. The position accounts for 0.06% of the portfolio, ranked #161.

Cahill Financial Advisors first reported a position in DGS in Q3 2021 and has held it in 8 quarters since. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

Cahill Financial Advisors held 9,982 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $646K as of Q2 2026.
Cahill Financial Advisors sold 83 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $5.33K.
WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.06% of Cahill Financial Advisors's portfolio in Q2 2026, its #161 holding.
Cahill Financial Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2021 and has held it in 8 quarters since.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.