Continuum Advisory’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Continuum Advisory’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	$518	Buy	+8	New	+$514	﹤0.01%	1905
2025 Q2	–	Sell	-8	Closed	-$386	–	687
2025 Q1	$386	Hold	8	–	–	﹤0.01%	1594
2024 Q4	$391	Hold	8	–	–	﹤0.01%	1777
2024 Q3	$396	Hold	8	–	–	﹤0.01%	1828
2024 Q2	$412	Hold	8	–	–	﹤0.01%	1624
2024 Q1	$416	Buy	+8	New	+$396	﹤0.01%	1625
2019 Q2	–	Sell	-5,000	Closed	-$240K	–	138
2019 Q1	$240K	Sell	5,000 -557	-10%	-$25.5K	0.18%	114
2018 Q4	$233K	Buy	+5,557	New	+$236K	0.17%	132

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

Continuum Advisory's DGS Position: Q2 2026 in Review

Continuum Advisory opened a new position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2026: 8 shares worth $518. The stake represents ﹤0.01% of the portfolio and ranks #1905 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in DGS as recently as Q1 2025.

Continuum Advisory first reported a position in DGS in Q4 2018 and has held it in 8 quarters since. The position peaked at $240K in Q1 2019. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

Continuum Advisory held 8 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $518 as of Q2 2026.
WisdomTree Emerging Markets SmallCap Dividend Fund was a new Continuum Advisory position in Q2 2026.
WisdomTree Emerging Markets SmallCap Dividend Fund made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #1905 holding.
Continuum Advisory first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2018 and has held it in 8 quarters since.
Continuum Advisory's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $240K in Q1 2019.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.