Cornerstone Wealth Management’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Cornerstone Wealth Management’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 Q3	$1.24M	Sell	19,693 -19	-0.1%	-$1.2K	0.05%	297
2026 Q2	$1.28M	Buy	19,712 +117	+0.6%	+$7.51K	0.05%	298
2026 Q1	$1.18M	Sell	19,595 -40	-0.2%	-$2.45K	0.06%	286
2025 Q4	$1.12M	Sell	19,635 -126	-0.6%	-$7.16K	0.06%	273
2025 Q3	$1.13M	Sell	19,761 -133	-0.7%	-$7.54K	0.06%	260
2025 Q2	$1.1M	Sell	19,894 -4,386	-18%	-$225K	0.07%	248
2025 Q1	$1.17M	Buy	24,280 +311	+1%	+$15.3K	0.08%	212
2024 Q4	$1.17M	Buy	23,969 +8,338	+53%	+$426K	0.08%	205
2024 Q3	$839K	Buy	15,631 +1,924	+14%	+$100K	0.06%	248
2024 Q2	$705K	Sell	13,707 -242	-2%	-$12.5K	0.05%	259
2024 Q1	$709K	Sell	13,949 -66	-0.5%	-$3.27K	0.06%	256
2023 Q4	$700K	Buy	14,015 +317	+2%	+$14.8K	0.06%	254
2023 Q3	$634K	Buy	+13,698	New	+$655K	0.06%	255

Other funds holding DGS

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Checchi Capital Advisers Beverly Hills, California $2.07B AUM 16.25% 1-Year Est. Return

Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return

Cornerstone Wealth Management's DGS Position: Q3 2026 in Review

Cornerstone Wealth Management reduced its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 0.1% in Q3 2026, selling an estimated $1.2K and leaving 19,693 shares worth $1.24M. The position accounts for 0.05% of the portfolio, ranked #297.

Cornerstone Wealth Management first reported a position in DGS in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.28M in Q2 2026. 162 funds tracked by Wall St. Rank hold DGS as of Q3 2026.

Cornerstone Wealth Management held 19,693 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $1.24M as of Q3 2026.
Cornerstone Wealth Management sold 19 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q3 2026, an estimated $1.2K.
WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.05% of Cornerstone Wealth Management's portfolio in Q3 2026, its #297 holding.
Cornerstone Wealth Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2023 and has held it in 13 quarters since.
Cornerstone Wealth Management's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $1.28M in Q2 2026.
162 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.