Elevation Wealth Partners
DGS icon

Elevation Wealth Partners’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Elevation Wealth Partners’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 		$16.6K Sell
263
-16
-6% -$1.01K ﹤0.01% 738
2026
Q2 		$18K Buy
279
+4
+1% +$257 0.01% 622
2026
Q1 		$16.5K Sell
275
-29
-10% -$1.77K 0.01% 420
2025
Q4 		$17.4K Sell
304
-31
-9% -$1.76K 0.01% 402
2025
Q3 		$19.1K Hold
335
– – 0.01% 331
2025
Q2 		$18.5K Sell
335
-75
-18% -$3.84K 0.01% 325
2025
Q1 		$19.8K Hold
410
– – 0.01% 313
2024
Q4 		$20.1K Hold
410
– – 0.01% 310
2024
Q3 		$22K Hold
410
– – 0.01% 290
2024
Q2 		$21.1K Hold
410
– – 0.01% 287
2024
Q1 		$20.9K Hold
410
– – 0.01% 293
2023
Q4 		$19K Hold
410
– – 0.01% 286
2023
Q3 		$19K Hold
410
– – 0.02% 211
2023
Q2 		$19.1K Hold
410
– – 0.02% 216
2023
Q1 		$18.8K Buy
+410
New +$18.8K 0.02% 223

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Baker Ellis Asset Management
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Neumann Capital Management
Neumann Capital Management Foster City, California $391M AUM 14.43% 1-Year Est. Return
BIP Wealth
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Blueline Advisors
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O'Connor Financial Group Quincy, Illinois $282M AUM 11.62% 1-Year Est. Return

Elevation Wealth Partners's DGS Position: Q3 2026 in Review

Elevation Wealth Partners reduced its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 5.7% in Q3 2026, selling an estimated $1.01K and leaving 263 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #738.

Elevation Wealth Partners first reported a position in DGS in Q1 2023 and has held it in 15 quarters since. The position peaked at $22K in Q3 2024. 110 funds tracked by Wall St. Rank hold DGS as of Q3 2026.

  • Elevation Wealth Partners held 263 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $16.6K as of Q3 2026.
  • Elevation Wealth Partners sold 16 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q3 2026, an estimated $1.01K.
  • WisdomTree Emerging Markets SmallCap Dividend Fund made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #738 holding.
  • Elevation Wealth Partners first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $22K in Q3 2024.
  • 110 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.