Csenge Advisory Group’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Csenge Advisory Group’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 Q1	$6.88M	Sell	114,484 -15,122	-12%	-$925K	0.31%	59
2025 Q4	$7.42M	Sell	129,606 -13,061	-9%	-$743K	0.34%	55
2025 Q3	$8.15M	Sell	142,667 -12,572	-8%	-$712K	0.39%	50
2025 Q2	$8.21M	Sell	155,239 -529	-0.3%	-$27.1K	0.43%	44
2025 Q1	$7.39M	Sell	155,768 -2,923	-2%	-$143K	0.42%	44
2024 Q4	$7.76M	Sell	158,691 -8,181	-5%	-$418K	0.42%	48
2024 Q3	$8.82M	Sell	166,872 -10,999	-6%	-$573K	0.46%	40
2024 Q2	$9.15M	Sell	177,871 -21,771	-11%	-$1.12M	0.52%	32
2024 Q1	$10.2M	Sell	199,642 -3,554	-2%	-$176K	0.57%	31
2023 Q4	$10.1M	Buy	203,196 +1,265	+0.6%	+$59.2K	0.63%	30
2023 Q3	$9.34M	Sell	201,931 -787	-0.4%	-$37.6K	0.64%	32
2023 Q2	$9.43M	Buy	202,718 +7,584	+4%	+$352K	0.63%	32
2023 Q1	$8.94M	Buy	195,134 +3,185	+2%	+$146K	0.65%	30
2022 Q4	$8.44M	Buy	191,949 +8,189	+4%	+$347K	0.65%	29
2022 Q3	$7.32M	Buy	183,760 +71,347	+63%	+$3.15M	0.61%	34
2022 Q2	$5.02M	Buy	+112,413	New	+$5.58M	0.42%	52

Other funds holding DGS

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Csenge Advisory Group's DGS Position: Q1 2026 in Review

Csenge Advisory Group reduced its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 12% in Q1 2026, selling an estimated $925K and leaving 114,484 shares worth $6.88M. The position accounts for 0.31% of the portfolio, ranked #59.

Csenge Advisory Group first reported a position in DGS in Q2 2022 and has held it in 16 quarters since. The position peaked at $10.2M in Q1 2024. 255 funds tracked by Wall St. Rank hold DGS as of Q1 2026.

Csenge Advisory Group held 114,484 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $6.88M as of Q1 2026.
Csenge Advisory Group sold 15,122 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2026, an estimated $925K.
WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.31% of Csenge Advisory Group's portfolio in Q1 2026, its #59 holding.
Csenge Advisory Group first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q2 2022 and has held it in 16 quarters since.
Csenge Advisory Group's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $10.2M in Q1 2024.
255 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2026.

Based on Csenge Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.