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COMPASS FINANCIAL MANAGEMENT LLC’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$8.54K Buy
+132
New +$8.47K ﹤0.01% 1090

Other funds holding DGS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's DGS Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2026: 132 shares worth $8.54K. The stake represents ﹤0.01% of the portfolio and ranks #1090 among its holdings.

214 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 132 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $8.54K as of Q2 2026.
  • WisdomTree Emerging Markets SmallCap Dividend Fund was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • WisdomTree Emerging Markets SmallCap Dividend Fund made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1090 holding.
  • 214 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.