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

Cerity 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 Q1	$10M	Sell	166,756 -5,333	-3%	-$326K	0.01%	692
2025 Q4	$9.85M	Sell	172,089 -4,382	-2%	-$249K	0.01%	643
2025 Q3	$10.1M	Sell	176,471 -4,290	-2%	-$243K	0.02%	579
2025 Q2	$9.99M	Sell	180,761 -9,424	-5%	-$482K	0.02%	540
2025 Q1	$9.19M	Sell	190,185 -12,159	-6%	-$596K	0.02%	515
2024 Q4	$9.9M	Sell	202,344 -13,508	-6%	-$690K	0.02%	480
2024 Q3	$11.6M	Sell	215,852 -559,728	-72%	-$29.1M	0.03%	448
2024 Q2	$39.9M	Sell	775,580 -2,882	-0.4%	-$148K	0.11%	177
2024 Q1	$39.6M	Buy	778,462 +5,160	+0.7%	+$255K	0.1%	186
2023 Q4	$38.6M	Buy	773,302 +8,833	+1%	+$413K	0.13%	158
2023 Q3	$35.4M	Sell	764,469 -1,194	-0.2%	-$57.1K	0.17%	138
2023 Q2	$35.6M	Buy	765,663 +2,516	+0.3%	+$117K	0.14%	146
2023 Q1	$34.6M	Buy	763,147 +18,305	+2%	+$839K	0.08%	168
2022 Q4	$32.8M	Buy	744,842 +11,745	+2%	+$497K	0.21%	106
2022 Q3	$29.2M	Buy	733,097 +1,756	+0.2%	+$77.5K	0.35%	59
2022 Q2	$32.6M	Buy	+731,341	New	+$36.3M	0.36%	57
2020 Q2	–	Sell	-64,205	Closed	-$2.12M	–	461
2020 Q1	$2.12M	Buy	64,205 +5,920	+10%	+$250K	0.13%	129
2019 Q4	$2.79M	Buy	58,285 +2	+0%	+$92	0.14%	124
2019 Q3	$2.58M	Buy	58,283 +203	+0.3%	+$9.28K	0.15%	137
2019 Q2	$2.73M	Hold	58,080	–	–	0.17%	124
2019 Q1	$2.74M	Buy	58,080 +5,331	+10%	+$244K	0.18%	123
2018 Q4	$2.21M	Buy	52,749 +7,749	+17%	+$329K	0.15%	146
2018 Q3	$2.05M	Hold	45,000	–	–	0.14%	160
2018 Q2	$2.15M	Buy	45,000 +2,000	+5%	+$104K	0.16%	145
2018 Q1	$2.32M	Buy	43,000 +3,500	+9%	+$190K	0.18%	137
2017 Q4	$2.06M	Hold	39,500	–	–	0.14%	156
2017 Q3	$1.94M	Hold	39,500	–	–	0.14%	161
2017 Q2	$1.81M	Hold	39,500	–	–	0.15%	126
2017 Q1	$1.77M	Buy	+39,500	New	+$1.69M	0.15%	136

Other funds holding DGS

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Cerity Partners's DGS Position: Q1 2026 in Review

Cerity Partners reduced its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 3.1% in Q1 2026, selling an estimated $326K and leaving 166,756 shares worth $10M. The position accounts for 0.01% of the portfolio, ranked #692.

Cerity Partners first reported a position in DGS in Q1 2017 and has held it in 29 quarters since. The position peaked at $39.9M in Q2 2024. 255 funds tracked by Wall St. Rank hold DGS as of Q1 2026.

Cerity Partners held 166,756 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $10M as of Q1 2026.
Cerity Partners sold 5,333 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2026, an estimated $326K.
WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.01% of Cerity Partners's portfolio in Q1 2026, its #692 holding.
Cerity Partners first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2017 and has held it in 29 quarters since.
Cerity Partners's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $39.9M in Q2 2024.
255 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.