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 Q3	$313K	Hold	4,958	–	–	0.01%	1136
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 $179B AUM 16.96% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return

Neumann Capital Management Foster City, California $391M AUM 14.43% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Evergreen Capital Management's DGS Position: Q3 2026 in Review

Evergreen Capital Management held its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) position steady in Q3 2026 at 4,958 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #1136.

Evergreen Capital Management first reported a position in DGS in Q2 2023 and has held it in 14 quarters since. The position peaked at $321K in Q2 2026. 131 funds tracked by Wall St. Rank hold DGS as of Q3 2026.

Evergreen Capital Management held 4,958 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $313K as of Q3 2026.
Evergreen Capital Management left its WisdomTree Emerging Markets SmallCap Dividend Fund share count unchanged in Q3 2026.
WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.01% of Evergreen Capital Management's portfolio in Q3 2026, its #1136 holding.
Evergreen Capital Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q2 2023 and has held it in 14 quarters since.
Evergreen Capital Management's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $321K in Q2 2026.
131 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2026.

Based on Evergreen Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.