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Fairman Group’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Fairman Group’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 		$152K Sell
2,356
-1,189
-34% -$76.3K 0.12% 65
2026
Q1 		$213K Buy
3,545
+12
+0.3% +$734 0.18% 57
2025
Q4 		$202K Sell
3,533
-599
-14% -$34.1K 0.16% 55
2025
Q3 		$236K Sell
4,132
-789
-16% -$44.7K 0.19% 52
2025
Q2 		$272K Sell
4,921
-290
-6% -$14.8K 0.22% 42
2025
Q1 		$255K Buy
5,211
+8
+0.2% +$392 0.23% 47
2024
Q4 		$255K Sell
5,203
-749
-13% -$38.3K 0.21% 49
2024
Q3 		$320K Buy
5,952
+62
+1% +$3.23K 0.29% 40
2024
Q2 		$303K Sell
5,890
-356
-6% -$18.3K 0.31% 37
2024
Q1 		$318K Buy
6,246
+6
+0.1% +$297 0.3% 34
2023
Q4 		$311K Buy
+6,240
New +$292K 0.3% 31

Other funds holding DGS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Fairman Group's DGS Position: Q2 2026 in Review

Fairman Group reduced its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 34% in Q2 2026, selling an estimated $76.3K and leaving 2,356 shares worth $152K. The position accounts for 0.12% of the portfolio, ranked #65.

Fairman Group first reported a position in DGS in Q4 2023 and has held it in 11 quarters since. The position peaked at $320K in Q3 2024. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

  • Fairman Group held 2,356 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $152K as of Q2 2026.
  • Fairman Group sold 1,189 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $76.3K.
  • WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.12% of Fairman Group's portfolio in Q2 2026, its #65 holding.
  • Fairman Group first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2023 and has held it in 11 quarters since.
  • Fairman Group's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $320K in Q3 2024.
  • 253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Fairman Group's 13F filing for Q2 2026, filed 4 Aug 2026.