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

Evanson Financial’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	$1.31M	Buy	+20,209	New	+$1.3M	0.06%	119

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

Evanson Financial's DGS Position: Q2 2026 in Review

Evanson Financial opened a new position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2026: 20,209 shares worth $1.31M. The stake represents 0.06% of the portfolio and ranks #119 among its holdings.

253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

Evanson Financial held 20,209 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $1.31M as of Q2 2026.
WisdomTree Emerging Markets SmallCap Dividend Fund was a new Evanson Financial position in Q2 2026.
WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.06% of Evanson Financial's portfolio in Q2 2026, its #119 holding.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Evanson Financial's 13F filing for Q2 2026, filed 7 Jul 2026.