Chokshi & Queen Wealth Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Chokshi & Queen Wealth Advisors’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	–	Sell	-7,099	Closed	-$427K	–	64
2026 Q1	$427K	Hold	7,099	–	–	0.23%	38
2025 Q4	$406K	Hold	7,099	–	–	0.21%	37
2025 Q3	$405K	Hold	7,099	–	–	0.21%	38
2025 Q2	$392K	Hold	7,099	–	–	0.22%	35
2025 Q1	$343K	Hold	7,099	–	–	0.21%	39
2024 Q4	$347K	Buy	+7,099	New	+$363K	0.22%	35

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

Chokshi & Queen Wealth Advisors's DGS Position: Q2 2026 in Review

Chokshi & Queen Wealth Advisors sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2026, closing a stake of 7,099 shares — an estimated $427K sold.

Chokshi & Queen Wealth Advisors first reported a position in DGS in Q4 2024 and held it in 6 quarters. The position peaked at $427K in Q1 2026. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

Chokshi & Queen Wealth Advisors reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q2 2026 after selling out during the quarter.
Chokshi & Queen Wealth Advisors sold 7,099 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $427K.
Chokshi & Queen Wealth Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2024 and held it in 6 quarters.
Chokshi & Queen Wealth Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $427K in Q1 2026.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.