Cascade Financial Partners’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Cascade Financial 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	$9.81M	Buy	151,624 +7,538	+5%	+$484K	0.85%	23
2026 Q1	$8.66M	Buy	144,086 +6,967	+5%	+$426K	0.89%	23
2025 Q4	$7.85M	Buy	137,119 +2,072	+2%	+$118K	0.8%	24
2025 Q3	$7.71M	Buy	135,047 +1,594	+1%	+$90.3K	0.88%	23
2025 Q2	$7.37M	Sell	133,453 -4,923	-4%	-$252K	0.89%	21
2025 Q1	$6.68M	Buy	138,376 +7,907	+6%	+$388K	0.84%	22
2024 Q4	$6.38M	Buy	130,469 +4,726	+4%	+$241K	0.83%	23
2024 Q3	$6.55M	Buy	125,743 +4,392	+4%	+$229K	0.82%	23
2024 Q2	$6.24M	Buy	121,351 +4,772	+4%	+$246K	0.82%	24
2024 Q1	$5.89M	Buy	+116,579	New	+$5.77M	0.85%	25

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

Cascade Financial Partners's DGS Position: Q2 2026 in Review

Cascade Financial Partners increased its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 5.2% in Q2 2026, buying an estimated $484K and bringing the position to 151,624 shares worth $9.81M. The position accounts for 0.85% of the portfolio, ranked #23.

Cascade Financial Partners first reported a position in DGS in Q1 2024 and has held it in 10 quarters since. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

Cascade Financial Partners held 151,624 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $9.81M as of Q2 2026.
Cascade Financial Partners bought 7,538 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $484K.
WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.85% of Cascade Financial Partners's portfolio in Q2 2026, its #23 holding.
Cascade Financial Partners first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2024 and has held it in 10 quarters since.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.