Econ Financial Services’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Econ Financial Services’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	$4.36M	Buy	67,391 +435	+0.6%	+$27.9K	2.04%	14
2026 Q1	$4.02M	Buy	66,956 +10,125	+18%	+$619K	1.87%	20
2025 Q4	$3.25M	Buy	+56,831	New	+$3.23M	1.63%	24
2025 Q2	–	Sell	-74,924	Closed	-$3.62M	–	88
2025 Q1	$3.62M	Buy	+74,924	New	+$3.68M	1.93%	11

Other funds holding DGS

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

BEAM

Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return

Blueline Advisors Exeter, New Hampshire $144M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

OCFG

O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return

SWM

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return

SPA

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

Econ Financial Services's DGS Position: Q2 2026 in Review

Econ Financial Services increased its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 0.65% in Q2 2026, buying an estimated $27.9K and bringing the position to 67,391 shares worth $4.36M. The position accounts for 2.04% of the portfolio, ranked #14.

Econ Financial Services first reported a position in DGS in Q1 2025 and has held it in 4 quarters since. 104 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

Econ Financial Services held 67,391 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $4.36M as of Q2 2026.
Econ Financial Services bought 435 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $27.9K.
WisdomTree Emerging Markets SmallCap Dividend Fund made up 2.04% of Econ Financial Services's portfolio in Q2 2026, its #14 holding.
Econ Financial Services first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2025 and has held it in 4 quarters since.
104 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Econ Financial Services's 13F filing for Q2 2026, filed 23 Jul 2026.