CI
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CX Institutional’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

CX Institutional’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 		$2K Buy
30
+1
+3% +$64 ﹤0.01% 1460
2026
Q1 		$2K Hold
29
– – ﹤0.01% 1447
2025
Q4 		$2K Sell
29
-1,148
-98% -$65.3K ﹤0.01% 1362
2025
Q3 		$67K Buy
+1,177
New +$66.7K ﹤0.01% 893

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

CX Institutional's DGS Position: Q2 2026 in Review

CX Institutional increased its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 3.4% in Q2 2026, buying an estimated $64 and bringing the position to 30 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1460.

CX Institutional first reported a position in DGS in Q3 2025 and has held it in 4 quarters since. The position peaked at $67K in Q3 2025. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

  • CX Institutional held 30 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $2K as of Q2 2026.
  • CX Institutional bought 1 WisdomTree Emerging Markets SmallCap Dividend Fund share in Q2 2026, an estimated $64.
  • WisdomTree Emerging Markets SmallCap Dividend Fund made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1460 holding.
  • CX Institutional first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2025 and has held it in 4 quarters since.
  • CX Institutional's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $67K in Q3 2025.
  • 253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.