Cresset Asset Management’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Cresset Asset 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	$455K	Hold	7,028	–	–	﹤0.01%	1209
2026 Q1	$422K	Buy	7,028 +81	+1%	+$4.95K	﹤0.01%	1136
2025 Q4	$398K	Hold	6,947	–	–	﹤0.01%	1174
2025 Q3	$397K	Buy	+6,947	New	+$394K	﹤0.01%	1138
2024 Q3	–	Sell	-3,913	Closed	-$201K	–	2196
2024 Q2	$201K	Buy	+3,913	New	+$201K	﹤0.01%	1896

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

Cresset Asset Management's DGS Position: Q2 2026 in Review

Cresset Asset Management held its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) position steady in Q2 2026 at 7,028 shares worth $455K. The position accounts for ﹤0.01% of the portfolio, ranked #1209.

Cresset Asset Management first reported a position in DGS in Q2 2024 and has held it in 5 quarters since. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

Cresset Asset Management held 7,028 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $455K as of Q2 2026.
Cresset Asset Management left its WisdomTree Emerging Markets SmallCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree Emerging Markets SmallCap Dividend Fund made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1209 holding.
Cresset Asset Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q2 2024 and has held it in 5 quarters since.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.