Empirical Wealth Management’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $1.94M | Buy |
30,684
+10
| +0% | +$634 | 0.03% | 296 |
|
|
2026
Q2 | $1.98M | Sell |
30,674
-686
| -2% | -$44K | 0.03% | 274 |
|
|
2026
Q1 | $1.88M | Buy |
31,360
+396
| +1% | +$24.2K | 0.03% | 260 |
|
|
2025
Q4 | $1.77M | Sell |
30,964
-331
| -1% | -$18.8K | 0.03% | 255 |
|
|
2025
Q3 | $1.79M | Buy |
31,295
+113
| +0.4% | +$6.4K | 0.04% | 251 |
|
|
2025
Q2 | $1.72M | Buy |
31,182
+902
| +3% | +$46.2K | 0.04% | 248 |
|
|
2025
Q1 | $1.46M | Sell |
30,280
-2,194
| -7% | -$108K | 0.04% | 253 |
|
|
2024
Q4 | $1.59M | Buy |
32,474
+950
| +3% | +$48.5K | 0.04% | 223 |
|
|
2024
Q3 | $1.69M | Sell |
31,524
-2,460
| -7% | -$128K | 0.05% | 204 |
|
|
2024
Q2 | $1.75M | Sell |
33,984
-2,933
| -8% | -$151K | 0.05% | 197 |
|
|
2024
Q1 | $1.88M | Buy |
36,917
+558
| +2% | +$27.6K | 0.06% | 183 |
|
|
2023
Q4 | $1.82M | Sell |
36,359
-1,439
| -4% | -$67.3K | 0.06% | 177 |
|
|
2023
Q3 | $1.75M | Sell |
37,798
-785
| -2% | -$37.5K | 0.07% | 170 |
|
|
2023
Q2 | $1.8M | Buy |
38,583
+823
| +2% | +$38.2K | 0.07% | 167 |
|
|
2023
Q1 | $1.73M | Buy |
37,760
+774
| +2% | +$35.5K | 0.08% | 155 |
|
|
2022
Q4 | $1.63M | Buy |
36,986
+2,919
| +9% | +$124K | 0.08% | 152 |
|
|
2022
Q3 | $1.36M | Buy |
34,067
+1,429
| +4% | +$63.1K | 0.07% | 166 |
|
|
2022
Q2 | $1.46M | Buy |
32,638
+2,346
| +8% | +$116K | 0.08% | 164 |
|
|
2022
Q1 | $1.62M | Buy |
30,292
+3,945
| +15% | +$207K | 0.08% | 156 |
|
|
2021
Q4 | $1.39M | Buy |
26,347
+2,065
| +9% | +$109K | 0.07% | 167 |
|
|
2021
Q3 | $1.3M | Sell |
24,282
-736
| -3% | -$40K | 0.07% | 158 |
|
|
2021
Q2 | $1.36M | Buy |
25,018
+2,717
| +12% | +$145K | 0.08% | 147 |
|
|
2021
Q1 | $1.14M | Buy |
22,301
+2,489
| +13% | +$123K | 0.09% | 142 |
|
|
2020
Q4 | $945K | Buy |
19,812
+580
| +3% | +$25.8K | 0.07% | 158 |
|
|
2020
Q3 | $795K | Buy |
19,232
+737
| +4% | +$30.8K | 0.07% | 161 |
|
|
2020
Q2 | $721K | Sell |
18,495
-82
| -0.4% | -$3.04K | 0.07% | 163 |
|
|
2020
Q1 | $614K | Sell |
18,577
-444
| -2% | -$18.8K | 0.07% | 153 |
|
|
2019
Q4 | $910K | Buy |
19,021
+2,101
| +12% | +$96.3K | 0.1% | 132 |
|
|
2019
Q3 | $750K | Buy |
16,920
+1,980
| +13% | +$90.6K | 0.09% | 132 |
|
|
2019
Q2 | $703K | Buy |
14,940
+3,740
| +33% | +$174K | 0.09% | 123 |
|
|
2019
Q1 | $528K | Buy |
11,200
+3,647
| +48% | +$167K | 0.08% | 137 |
|
|
2018
Q4 | $316K | Buy |
7,553
+742
| +11% | +$31.5K | 0.05% | 154 |
|
|
2018
Q3 | $311K | Buy |
6,811
+79
| +1% | +$3.71K | 0.06% | 162 |
|
|
2018
Q2 | $321K | Buy |
6,732
+380
| +6% | +$19.7K | 0.06% | 143 |
|
|
2018
Q1 | $343K | Buy |
6,352
+324
| +5% | +$17.6K | 0.07% | 121 |
|
|
2017
Q4 | $314K | Buy |
6,028
+180
| +3% | +$8.94K | 0.07% | 110 |
|
|
2017
Q3 | $287K | Buy |
5,848
+435
| +8% | +$21K | 0.07% | 109 |
|
|
2017
Q2 | $248K | Buy |
5,413
+23
| +0.4% | +$1.04K | 0.06% | 116 |
|
|
2017
Q1 | $242K | Buy |
+5,390
| New | +$231K | 0.06% | 115 |
|
Other funds holding DGS
Empirical Wealth Management's DGS Position: Q3 2026 in Review
Empirical Wealth Management increased its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 0.03% in Q3 2026, buying an estimated $634 and bringing the position to 30,684 shares worth $1.94M. The position accounts for 0.03% of the portfolio, ranked #296.
Empirical Wealth Management first reported a position in DGS in Q1 2017 and has held it in 39 quarters since. The position peaked at $1.98M in Q2 2026. 82 funds tracked by Wall St. Rank hold DGS as of Q3 2026.
- Empirical Wealth Management held 30,684 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $1.94M as of Q3 2026.
- Empirical Wealth Management bought 10 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q3 2026, an estimated $634.
- WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.03% of Empirical Wealth Management's portfolio in Q3 2026, its #296 holding.
- Empirical Wealth Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2017 and has held it in 39 quarters since.
- Empirical Wealth Management's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $1.98M in Q2 2026.
- 82 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2026.
Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.