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

Capital Analysts LLC’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	$233K	Buy	3,603 +47	+1%	+$3.02K	0.01%	659
2026 Q1	$214K	Buy	3,556 +4	+0.1%	+$245	0.01%	624
2025 Q4	$203K	Buy	3,552 +11	+0.3%	+$625	0.01%	613
2025 Q3	$202K	Buy	3,541 +16	+0.5%	+$907	0.01%	596
2025 Q2	$195K	Hold	3,525	–	–	0.01%	551
2025 Q1	$170K	Hold	3,525	–	–	0.01%	549
2024 Q4	$172K	Sell	3,525 -535	-13%	-$27.3K	0.01%	517
2024 Q3	$218K	Buy	4,060 +2,410	+146%	+$126K	0.01%	454
2024 Q2	$85K	Buy	1,650 +1,115	+208%	+$57.4K	﹤0.01%	606
2024 Q1	$27K	Hold	535	–	–	﹤0.01%	765
2023 Q4	$27K	Hold	535	–	–	﹤0.01%	760
2023 Q3	$25K	Hold	535	–	–	﹤0.01%	737
2023 Q2	$25K	Buy	+535	New	+$24.8K	﹤0.01%	690
2020 Q1	–	Sell	-729	Closed	-$35K	–	692
2019 Q4	$35K	Buy	729 +18	+3%	+$825	﹤0.01%	435
2019 Q3	$31K	Buy	711 +10	+1%	+$457	﹤0.01%	437
2019 Q2	$33K	Buy	701 +1	+0.1%	+$47	﹤0.01%	416
2019 Q1	$32K	Sell	700 -2,341	-77%	-$107K	﹤0.01%	395
2018 Q4	$127K	Buy	+3,041	New	+$129K	0.02%	225

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

Capital Analysts LLC's DGS Position: Q2 2026 in Review

Capital Analysts LLC increased its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 1.3% in Q2 2026, buying an estimated $3.02K and bringing the position to 3,603 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #659.

Capital Analysts LLC first reported a position in DGS in Q4 2018 and has held it in 18 quarters since. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

Capital Analysts LLC held 3,603 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $233K as of Q2 2026.
Capital Analysts LLC bought 47 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $3.02K.
WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #659 holding.
Capital Analysts LLC first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2018 and has held it in 18 quarters since.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.