Evolution Wealth Management’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Evolution Wealth 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	$173K	Buy	2,672 +64	+2%	+$4.11K	0.1%	137
2026 Q1	$157K	Sell	2,608 -89	-3%	-$5.44K	0.11%	130
2025 Q4	$154K	Sell	2,697 -457	-14%	-$26K	0.13%	124
2025 Q3	$180K	Sell	3,154 -452	-13%	-$25.6K	0.18%	95
2025 Q2	$199K	Buy	+3,606	New	+$185K	0.25%	75

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 $103B AUM 28.65% 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

Evolution Wealth Management's DGS Position: Q2 2026 in Review

Evolution Wealth Management increased its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 2.5% in Q2 2026, buying an estimated $4.11K and bringing the position to 2,672 shares worth $173K. The position accounts for 0.1% of the portfolio, ranked #137.

Evolution Wealth Management first reported a position in DGS in Q2 2025 and has held it in 5 quarters since. The position peaked at $199K in Q2 2025. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

Evolution Wealth Management held 2,672 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $173K as of Q2 2026.
Evolution Wealth Management bought 64 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $4.11K.
WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.1% of Evolution Wealth Management's portfolio in Q2 2026, its #137 holding.
Evolution Wealth Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q2 2025 and has held it in 5 quarters since.
Evolution Wealth Management's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $199K in Q2 2025.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.