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 Q3	–	Sell	-30	Closed	-$2K	–	1692
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return

Neumann Capital Management Foster City, California $391M AUM 14.43% 1-Year Est. Return

Blueline Advisors Exeter, New Hampshire $142M AUM 7.87% 1-Year Est. Return

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Leibman Financial Services Louisville, Nebraska $145M AUM 10.64% 1-Year Est. Return

Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return

Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 1-Year Est. Return

CX Institutional's DGS Position: Q3 2026 in Review

CX Institutional sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q3 2026, closing a stake of 30 shares — an estimated $2K sold.

CX Institutional first reported a position in DGS in Q3 2025 and held it in 4 quarters. The position peaked at $67K in Q3 2025. 59 funds tracked by Wall St. Rank hold DGS as of Q3 2026.

CX Institutional reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q3 2026 after selling out during the quarter.
CX Institutional sold 30 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q3 2026, an estimated $2K.
CX Institutional first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2025 and held it in 4 quarters.
CX Institutional's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $67K in Q3 2025.
59 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.