Corient Private Wealth
DGS icon

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

Corient Private Wealth’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 		$1.01M Sell
15,680
-1,080
-6% -$69.3K ﹤0.01% 1807
2026
Q1 		$911K Buy
16,760
+2,059
+14% +$126K ﹤0.01% 1708
2025
Q4 		$841K Buy
14,701
+8,516
+138% +$484K ﹤0.01% 1596
2025
Q3 		$353K Sell
6,185
-14,990
-71% -$849K ﹤0.01% 2019
2025
Q2 		$1.17M Buy
21,175
+15,020
+244% +$769K ﹤0.01% 1285
2025
Q1 		$297K Sell
6,155
-13,295
-68% -$652K ﹤0.01% 1858
2024
Q4 		$951K Sell
19,450
-806
-4% -$41.2K ﹤0.01% 1341
2024
Q3 		$1.09M Buy
20,256
+147
+0.7% +$7.66K ﹤0.01% 1362
2024
Q2 		$1.03M Buy
20,109
+3,482
+21% +$179K ﹤0.01% 1309
2024
Q1 		$846K Buy
16,627
+1,095
+7% +$54.2K ﹤0.01% 1368
2023
Q4 		$775K Buy
15,532
+1,266
+9% +$59.2K ﹤0.01% 1393
2023
Q3 		$660K Buy
14,266
+4,342
+44% +$207K ﹤0.01% 1351
2023
Q2 		$462K Sell
9,924
-795
-7% -$36.9K ﹤0.01% 1490
2023
Q1 		$491K Buy
10,719
+1,660
+18% +$76.1K ﹤0.01% 1391
2022
Q4 		$399K Buy
+9,059
New +$384K ﹤0.01% 1229

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
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

Corient Private Wealth's DGS Position: Q2 2026 in Review

Corient Private Wealth reduced its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 6.4% in Q2 2026, selling an estimated $69.3K and leaving 15,680 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #1807.

Corient Private Wealth first reported a position in DGS in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.17M in Q2 2025. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

  • Corient Private Wealth held 15,680 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $1.01M as of Q2 2026.
  • Corient Private Wealth sold 1,080 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $69.3K.
  • WisdomTree Emerging Markets SmallCap Dividend Fund made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1807 holding.
  • Corient Private Wealth first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $1.17M in Q2 2025.
  • 253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.