Econ Financial Services
DGS icon

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
Q3 		$4.34M Buy
68,722
+1,331
+2% +$84.4K 1.82% 18
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
Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Baker Ellis Asset Management
Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return
Neumann Capital Management
Neumann Capital Management Foster City, California $391M AUM 14.43% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Blueline Advisors
Blueline Advisors Exeter, New Hampshire $142M AUM 7.87% 1-Year Est. Return
O'Connor Financial Group
O'Connor Financial Group Quincy, Illinois $282M AUM 11.62% 1-Year Est. Return
Pension & Wealth Management Advisors
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
Stonebridge Wealth Management
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return

Econ Financial Services's DGS Position: Q3 2026 in Review

Econ Financial Services increased its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 2% in Q3 2026, buying an estimated $84.4K and bringing the position to 68,722 shares worth $4.34M. The position accounts for 1.82% of the portfolio, ranked #18.

Econ Financial Services first reported a position in DGS in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.36M in Q2 2026. 98 funds tracked by Wall St. Rank hold DGS as of Q3 2026.

  • Econ Financial Services held 68,722 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $4.34M as of Q3 2026.
  • Econ Financial Services bought 1,331 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q3 2026, an estimated $84.4K.
  • WisdomTree Emerging Markets SmallCap Dividend Fund made up 1.82% of Econ Financial Services's portfolio in Q3 2026, its #18 holding.
  • Econ Financial Services first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2025 and has held it in 5 quarters since.
  • Econ Financial Services's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $4.36M in Q2 2026.
  • 98 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2026.

Based on Econ Financial Services's 13F filing for Q3 2026, filed 19 Oct 2026.