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DHK Financial Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

DHK Financial Advisors’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
2025
Q2 		$1.46M Buy
28,200
+14,100
+100% +$722K 0.84% 27
2025
Q1 		$681K Buy
+14,100
New +$692K 0.37% 49

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
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

DHK Financial Advisors's DGS Position: Q2 2025 in Review

DHK Financial Advisors increased its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 100% in Q2 2025, buying an estimated $722K and bringing the position to 28,200 shares worth $1.46M. The position accounts for 0.84% of the portfolio, ranked #27.

DHK Financial Advisors first reported a position in DGS in Q1 2025 and has held it in 2 quarters since. 232 funds tracked by Wall St. Rank hold DGS as of Q2 2025.

  • DHK Financial Advisors held 28,200 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $1.46M as of Q2 2025.
  • DHK Financial Advisors bought 14,100 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2025, an estimated $722K.
  • WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.84% of DHK Financial Advisors's portfolio in Q2 2025, its #27 holding.
  • DHK Financial Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2025 and has held it in 2 quarters since.
  • 232 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2025.

Based on DHK Financial Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.