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Clearstead Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Clearstead 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 		$66.7K Hold
1,030
– – ﹤0.01% 1405
2026
Q1 		$61.9K Hold
1,030
– – ﹤0.01% 1237
2025
Q4 		$59K Hold
1,030
– – ﹤0.01% 1328
2025
Q3 		$58.8K Hold
1,030
– – ﹤0.01% 1230
2025
Q2 		$56.9K Sell
1,030
-453
-31% -$23.2K ﹤0.01% 1247
2025
Q1 		$71.6K Sell
1,483
-930
-39% -$45.6K ﹤0.01% 1077
2024
Q4 		$118K Sell
2,413
-277
-10% -$14.2K ﹤0.01% 979
2024
Q3 		$144K Sell
2,690
-3,031
-53% -$158K ﹤0.01% 941
2024
Q2 		$294K Sell
5,721
-3,511
-38% -$181K 0.01% 690
2024
Q1 		$480K Sell
9,232
-6,930
-43% -$343K 0.02% 316
2023
Q4 		$807K Sell
16,162
-2,601
-14% -$122K 0.04% 247
2023
Q3 		$868K Sell
18,763
-1,079
-5% -$51.6K 0.05% 217
2023
Q2 		$923K Sell
19,842
-325
-2% -$15.1K 0.06% 214
2023
Q1 		$923K Hold
20,167
– – 0.07% 183
2022
Q4 		$887K Sell
20,167
-65
-0.3% -$2.75K 0.07% 180
2022
Q3 		$806K Hold
20,232
– – 0.07% 175
2022
Q2 		$903K Sell
20,232
-698
-3% -$34.6K 0.07% 183
2022
Q1 		$1.12M Buy
20,930
+372
+2% +$19.5K 0.08% 171
2021
Q4 		$1.09M Buy
+20,558
New +$1.08M 0.07% 176

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 $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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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

Clearstead Advisors's DGS Position: Q2 2026 in Review

Clearstead Advisors held its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) position steady in Q2 2026 at 1,030 shares worth $66.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1405.

Clearstead Advisors first reported a position in DGS in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.12M in Q1 2022. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

  • Clearstead Advisors held 1,030 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $66.7K as of Q2 2026.
  • Clearstead Advisors left its WisdomTree Emerging Markets SmallCap Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree Emerging Markets SmallCap Dividend Fund made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1405 holding.
  • Clearstead Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2021 and has held it in 19 quarters since.
  • Clearstead Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $1.12M in Q1 2022.
  • 253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.