Causey Wealth LLC’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Causey Wealth 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	$4.35M	Sell	67,257 -660	-1%	-$42.4K	1.7%	21
2026 Q1	$4.08M	Sell	67,917 -11,604	-15%	-$709K	1.73%	21
2025 Q4	$4.55M	Buy	79,521 +2,118	+3%	+$120K	2.07%	21
2025 Q3	$4.42M	Sell	77,403 -992	-1%	-$56.2K	2.16%	22
2025 Q2	$4.33M	Sell	78,395 -20,363	-21%	-$1.04M	2.23%	22
2025 Q1	$4.77M	Sell	98,758 -12,693	-11%	-$623K	2.67%	15
2024 Q4	$5.45M	Buy	+111,451	New	+$5.69M	3.18%	14

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 $103B AUM 28.65% 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

Causey Wealth LLC's DGS Position: Q2 2026 in Review

Causey Wealth LLC reduced its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 0.97% in Q2 2026, selling an estimated $42.4K and leaving 67,257 shares worth $4.35M. The position accounts for 1.7% of the portfolio, ranked #21.

Causey Wealth LLC first reported a position in DGS in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.45M in Q4 2024. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

Causey Wealth LLC held 67,257 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $4.35M as of Q2 2026.
Causey Wealth LLC sold 660 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $42.4K.
WisdomTree Emerging Markets SmallCap Dividend Fund made up 1.7% of Causey Wealth LLC's portfolio in Q2 2026, its #21 holding.
Causey Wealth LLC first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
Causey Wealth LLC's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $5.45M in Q4 2024.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Causey Wealth LLC's 13F filing for Q2 2026, filed 11 Aug 2026.