CIBC Private Wealth Group
DGS icon

CIBC Private Wealth Group’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$2K Hold
35
– – ﹤0.01% 2799
2025
Q3 		$2K Buy
+35
New +$1.98K ﹤0.01% 2729
2024
Q4 		– Sell
-1,545
Closed -$83K – 3034
2024
Q3 		$83K Sell
1,545
-3,733
-71% -$194K ﹤0.01% 1570
2024
Q2 		$277K Buy
5,278
+3,733
+242% +$192K ﹤0.01% 981
2024
Q1 		$78.5K Buy
+1,545
New +$76.5K ﹤0.01% 1498

Other funds holding DGS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CIBC Private Wealth Group's DGS Position: Q4 2025 in Review

CIBC Private Wealth Group held its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) position steady in Q4 2025 at 35 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #2799.

CIBC Private Wealth Group first reported a position in DGS in Q1 2024 and has held it in 5 quarters since. The position peaked at $277K in Q2 2024. 253 funds tracked by Wall St. Rank hold DGS as of Q4 2025.

  • CIBC Private Wealth Group held 35 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $2K as of Q4 2025.
  • CIBC Private Wealth Group left its WisdomTree Emerging Markets SmallCap Dividend Fund share count unchanged in Q4 2025.
  • WisdomTree Emerging Markets SmallCap Dividend Fund made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2799 holding.
  • CIBC Private Wealth Group first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2024 and has held it in 5 quarters since.
  • CIBC Private Wealth Group's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $277K in Q2 2024.
  • 253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.