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 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 $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 $1.43B AUM 23.44% 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

Chokshi & Queen Wealth Advisors's DGS Position: Q1 2026 in Review

Chokshi & Queen Wealth Advisors held its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) position steady in Q1 2026 at 7,099 shares worth $427K. The position accounts for 0.23% of the portfolio, ranked #38.

Chokshi & Queen Wealth Advisors first reported a position in DGS in Q4 2024 and has held it in 6 quarters since. 256 funds tracked by Wall St. Rank hold DGS as of Q1 2026.

Chokshi & Queen Wealth Advisors held 7,099 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $427K as of Q1 2026.
Chokshi & Queen Wealth Advisors left its WisdomTree Emerging Markets SmallCap Dividend Fund share count unchanged in Q1 2026.
WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.23% of Chokshi & Queen Wealth Advisors's portfolio in Q1 2026, its #38 holding.
Chokshi & Queen Wealth Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2024 and has held it in 6 quarters since.
256 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.