Discipline Wealth Solutions’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Discipline Wealth Solutions’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	$7.65M	Sell	118,161 -4,153	-3%	-$267K	0.67%	39
2026 Q1	$7.35M	Buy	122,314 +64,894	+113%	+$3.97M	0.77%	36
2025 Q4	$3.29M	Buy	57,420 +39,313	+217%	+$2.24M	0.61%	38
2025 Q3	$1.03M	Buy	18,107 +9,175	+103%	+$520K	0.27%	57
2025 Q2	$493K	Buy	8,932 +4,704	+111%	+$241K	0.19%	63
2025 Q1	$204K	Buy	4,228 +125	+3%	+$6.13K	0.1%	73
2024 Q4	$201K	Sell	4,103 -392	-9%	-$20K	0.09%	76
2024 Q3	$241K	Buy	+4,495	New	+$234K	0.13%	61

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 $103B AUM 28.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Discipline Wealth Solutions's DGS Position: Q2 2026 in Review

Discipline Wealth Solutions reduced its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 3.4% in Q2 2026, selling an estimated $267K and leaving 118,161 shares worth $7.65M. The position accounts for 0.67% of the portfolio, ranked #39.

Discipline Wealth Solutions first reported a position in DGS in Q3 2024 and has held it in 8 quarters since. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

Discipline Wealth Solutions held 118,161 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $7.65M as of Q2 2026.
Discipline Wealth Solutions sold 4,153 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $267K.
WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.67% of Discipline Wealth Solutions's portfolio in Q2 2026, its #39 holding.
Discipline Wealth Solutions first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2024 and has held it in 8 quarters since.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.