Checchi Capital Advisers’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Checchi Capital Advisers’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	$10.6M	Buy	163,820 +4,669	+3%	+$300K	0.48%	46
2026 Q1	$9.56M	Sell	159,151 -10,836	-6%	-$662K	0.48%	48
2025 Q4	$9.73M	Buy	169,987 +19,193	+13%	+$1.09M	0.5%	47
2025 Q3	$8.61M	Sell	150,794 -3,291	-2%	-$186K	0.45%	49
2025 Q2	$8.51M	Sell	154,085 -24,568	-14%	-$1.26M	0.48%	50
2025 Q1	$8.63M	Buy	178,653 +4,092	+2%	+$201K	0.45%	48
2024 Q4	$8.54M	Sell	174,561 -54,281	-24%	-$2.77M	0.5%	47
2024 Q3	$12.3M	Buy	228,842 +27,616	+14%	+$1.44M	0.69%	29
2024 Q2	$10.4M	Buy	201,226 +3,268	+2%	+$168K	0.52%	34
2024 Q1	$10.1M	Sell	197,958 -6,036	-3%	-$299K	0.79%	34
2023 Q4	$10.2M	Buy	203,994 +118,869	+140%	+$5.56M	0.83%	33
2023 Q3	$3.94M	Buy	85,125 +17,065	+25%	+$815K	0.37%	66
2023 Q2	$3.17M	Buy	68,060 +7,671	+13%	+$356K	0.28%	77
2023 Q1	$2.77M	Buy	60,389 +9,251	+18%	+$424K	0.27%	78
2022 Q4	$2.25M	Sell	51,138 -6,678	-12%	-$283K	0.23%	88
2022 Q3	$2.3M	Sell	57,816 -47,160	-45%	-$2.08M	0.22%	93
2022 Q2	$4.72M	Buy	+104,976	New	+$5.21M	0.41%	54

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

Checchi Capital Advisers's DGS Position: Q2 2026 in Review

Checchi Capital Advisers increased its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 2.9% in Q2 2026, buying an estimated $300K and bringing the position to 163,820 shares worth $10.6M. The position accounts for 0.48% of the portfolio, ranked #46.

Checchi Capital Advisers first reported a position in DGS in Q2 2022 and has held it in 17 quarters since. The position peaked at $12.3M in Q3 2024. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

Checchi Capital Advisers held 163,820 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $10.6M as of Q2 2026.
Checchi Capital Advisers bought 4,669 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $300K.
WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.48% of Checchi Capital Advisers's portfolio in Q2 2026, its #46 holding.
Checchi Capital Advisers first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q2 2022 and has held it in 17 quarters since.
Checchi Capital Advisers's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $12.3M in Q3 2024.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.