Everest Management Corp’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Everest Management Corp’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	$879K	Buy	13,581 +693	+5%	+$44.5K	0.33%	38
2026 Q1	$775K	Buy	12,888 +1,242	+11%	+$75.9K	0.39%	34
2025 Q4	$667K	Buy	11,646 +11	+0.1%	+$625	0.37%	35
2025 Q3	$664K	Buy	11,635 +2,028	+21%	+$115K	0.42%	34
2025 Q2	$531K	Buy	9,607 +4,095	+74%	+$210K	0.38%	37
2025 Q1	$266K	Hold	5,512	–	–	0.24%	39
2024 Q4	$270K	Buy	+5,512	New	+$282K	0.24%	38

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

Everest Management Corp's DGS Position: Q2 2026 in Review

Everest Management Corp increased its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 5.4% in Q2 2026, buying an estimated $44.5K and bringing the position to 13,581 shares worth $879K. The position accounts for 0.33% of the portfolio, ranked #38.

Everest Management Corp first reported a position in DGS in Q4 2024 and has held it in 7 quarters since. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

Everest Management Corp held 13,581 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $879K as of Q2 2026.
Everest Management Corp bought 693 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $44.5K.
WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.33% of Everest Management Corp's portfolio in Q2 2026, its #38 holding.
Everest Management Corp first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Everest Management Corp's 13F filing for Q2 2026, filed 7 Aug 2026.