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 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

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 $104B AUM 28.3% 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

Elevation Wealth Partners's DGS Position: Q2 2026 in Review

Elevation Wealth Partners increased its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 1.5% in Q2 2026, buying an estimated $257 and bringing the position to 279 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #622.

Elevation Wealth Partners first reported a position in DGS in Q1 2023 and has held it in 14 quarters since. The position peaked at $22K in Q3 2024. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

Elevation Wealth Partners held 279 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $18K as of Q2 2026.
Elevation Wealth Partners bought 4 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $257.
WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #622 holding.
Elevation Wealth Partners first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2023 and has held it in 14 quarters since.
Elevation Wealth Partners's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $22K in Q3 2024.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.