Evergreen Capital Management’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Evergreen Capital Management’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	$321K	Hold	4,958	–	–	0.01%	1176
2026 Q1	$298K	Hold	4,958	–	–	0.01%	1128
2025 Q4	$284K	Buy	4,958 +57	+1%	+$3.24K	0.01%	1075
2025 Q3	$280K	Hold	4,901	–	–	0.01%	1026
2025 Q2	$271K	Hold	4,901	–	–	0.01%	852
2025 Q1	$237K	Hold	4,901	–	–	0.01%	892
2024 Q4	$240K	Sell	4,901 -202	-4%	-$10.3K	0.01%	866
2024 Q3	$274K	Sell	5,103 -319	-6%	-$16.6K	0.01%	756
2024 Q2	$279K	Hold	5,422	–	–	0.01%	689
2024 Q1	$276K	Hold	5,422	–	–	0.01%	663
2023 Q4	$271K	Sell	5,422 -590	-10%	-$27.6K	0.01%	637
2023 Q3	$278K	Hold	6,012	–	–	0.01%	587
2023 Q2	$280K	Buy	+6,012	New	+$279K	0.01%	587

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

Evergreen Capital Management's DGS Position: Q2 2026 in Review

Evergreen Capital Management held its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) position steady in Q2 2026 at 4,958 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #1176.

Evergreen Capital Management first reported a position in DGS in Q2 2023 and has held it in 13 quarters since. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

Evergreen Capital Management held 4,958 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $321K as of Q2 2026.
Evergreen Capital Management left its WisdomTree Emerging Markets SmallCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1176 holding.
Evergreen Capital Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q2 2023 and has held it in 13 quarters since.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.