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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
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
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

Cornerstone Wealth Management's DGS Position: Q2 2026 in Review

Cornerstone Wealth Management increased its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 0.6% in Q2 2026, buying an estimated $7.51K and bringing the position to 19,712 shares worth $1.28M. The position accounts for 0.05% of the portfolio, ranked #298.

Cornerstone Wealth Management first reported a position in DGS in Q3 2023 and has held it in 12 quarters since. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

  • Cornerstone Wealth Management held 19,712 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $1.28M as of Q2 2026.
  • Cornerstone Wealth Management bought 117 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $7.51K.
  • WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.05% of Cornerstone Wealth Management's portfolio in Q2 2026, its #298 holding.
  • Cornerstone Wealth Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2023 and has held it in 12 quarters since.
  • 253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.