Creative Financial Designs’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Creative Financial Designs’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	$74K	Buy	1,143 +860	+304%	+$55.2K	﹤0.01%	887
2026 Q1	$17K	Sell	283 -122	-30%	-$7.46K	﹤0.01%	1247
2025 Q4	$23.2K	Sell	405 -28	-6%	-$1.59K	﹤0.01%	1109
2025 Q3	$24.7K	Sell	433 -1,088	-72%	-$61.6K	﹤0.01%	1090
2025 Q2	$84K	Sell	1,521 -206	-12%	-$10.5K	0.01%	713
2025 Q1	$83.4K	Sell	1,727 -424	-20%	-$20.8K	0.01%	666
2024 Q4	$105K	Buy	2,151 +112	+5%	+$5.72K	0.01%	592
2024 Q3	$109K	Buy	2,039 +59	+3%	+$3.07K	0.01%	579
2024 Q2	$102K	Sell	1,980 -9	-0.5%	-$463	0.01%	577
2024 Q1	$101K	Buy	1,989 +300	+18%	+$14.8K	0.01%	567
2023 Q4	$84.3K	Buy	1,689 +13	+0.8%	+$608	0.01%	574
2023 Q3	$77.5K	Buy	1,676 +319	+24%	+$15.2K	0.01%	533
2023 Q2	$63.1K	Buy	1,357 +655	+93%	+$30.4K	0.01%	579
2023 Q1	$32.1K	Buy	702 +6	+0.9%	+$275	﹤0.01%	686
2022 Q4	$30.6K	Sell	696 -61	-8%	-$2.58K	﹤0.01%	660
2022 Q3	$30K	Sell	757 -30	-4%	-$1.32K	﹤0.01%	641
2022 Q2	$35K	Buy	787 +17	+2%	+$843	0.01%	614
2022 Q1	$41K	Buy	770 +204	+36%	+$10.7K	0.01%	597
2021 Q4	$30K	Sell	566 -23	-4%	-$1.21K	﹤0.01%	672
2021 Q3	$31K	Buy	589 +227	+63%	+$12.3K	0.01%	736
2021 Q2	$20K	Buy	+362	New	+$19.3K	﹤0.01%	850
2020 Q3	–	Sell	-291	Closed	-$11K	–	1224
2020 Q2	$11K	Buy	+291	New	+$10.8K	﹤0.01%	725
2020 Q1	–	Sell	-235	Closed	-$11K	–	489
2019 Q4	$11K	Sell	235 -170	-42%	-$7.79K	﹤0.01%	387
2019 Q3	$18K	Buy	405 +380	+1,520%	+$17.4K	0.01%	343
2019 Q2	$1K	Hold	25	–	–	﹤0.01%	527
2019 Q1	$1K	Hold	25	–	–	﹤0.01%	528
2018 Q4	$1K	Hold	25	–	–	﹤0.01%	546
2018 Q3	$1K	Hold	25	–	–	﹤0.01%	685
2018 Q2	$1K	Buy	+25	New	+$1.3K	﹤0.01%	696

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 22.9% 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

Creative Financial Designs's DGS Position: Q2 2026 in Review

Creative Financial Designs increased its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 304% in Q2 2026, buying an estimated $55.2K and bringing the position to 1,143 shares worth $74K. The position accounts for ﹤0.01% of the portfolio, ranked #887.

Creative Financial Designs first reported a position in DGS in Q2 2018 and has held it in 29 quarters since. The position peaked at $109K in Q3 2024. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

Creative Financial Designs held 1,143 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $74K as of Q2 2026.
Creative Financial Designs bought 860 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $55.2K.
WisdomTree Emerging Markets SmallCap Dividend Fund made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #887 holding.
Creative Financial Designs first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q2 2018 and has held it in 29 quarters since.
Creative Financial Designs's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $109K in Q3 2024.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.