F.L. Putnam Investment Management’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

F.L. Putnam Investment 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	$582K	Sell	9,000 -38	-0.4%	-$2.44K	0.01%	443
2026 Q1	$543K	Buy	9,038 +38	+0.4%	+$2.32K	0.01%	403
2025 Q4	$515K	Sell	9,000 -695	-7%	-$39.5K	0.01%	417
2025 Q3	$554K	Hold	9,695	–	–	0.01%	402
2025 Q2	$536K	Hold	9,695	–	–	0.01%	399
2025 Q1	$468K	Sell	9,695 -26	-0.3%	-$1.27K	0.01%	425
2024 Q4	$476K	Buy	9,721 +26	+0.3%	+$1.33K	0.01%	429
2024 Q3	$521K	Sell	9,695 -20	-0.2%	-$1.04K	0.01%	419
2024 Q2	$500K	Buy	9,715 +715	+8%	+$36.8K	0.01%	413
2024 Q1	$458K	Hold	9,000	–	–	0.01%	355
2023 Q4	$449K	Hold	9,000	–	–	0.01%	353
2023 Q3	$416K	Hold	9,000	–	–	0.01%	365
2023 Q2	$419K	Hold	9,000	–	–	0.01%	374
2023 Q1	$412K	Hold	9,000	–	–	0.01%	329
2022 Q4	$396K	Hold	9,000	–	–	0.01%	326
2022 Q3	$358K	Hold	9,000	–	–	0.01%	313
2022 Q2	$402K	Hold	9,000	–	–	0.01%	302
2022 Q1	$480K	Hold	9,000	–	–	0.02%	286
2021 Q4	$476K	Hold	9,000	–	–	0.01%	290
2021 Q3	$481K	Hold	9,000	–	–	0.02%	279
2021 Q2	$490K	Buy	+9,000	New	+$480K	0.02%	283

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 22.9% 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

F.L. Putnam Investment Management's DGS Position: Q2 2026 in Review

F.L. Putnam Investment Management reduced its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 0.42% in Q2 2026, selling an estimated $2.44K and leaving 9,000 shares worth $582K. The position accounts for 0.01% of the portfolio, ranked #443.

F.L. Putnam Investment Management first reported a position in DGS in Q2 2021 and has held it in 21 quarters since. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

F.L. Putnam Investment Management held 9,000 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $582K as of Q2 2026.
F.L. Putnam Investment Management sold 38 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $2.44K.
WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.01% of F.L. Putnam Investment Management's portfolio in Q2 2026, its #443 holding.
F.L. Putnam Investment Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q2 2021 and has held it in 21 quarters since.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.