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 Q3	$151K	Buy	2,385 +29	+1%	+$1.84K	0.11%	66
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 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

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

Blueline Advisors Exeter, New Hampshire $142M AUM 7.87% 1-Year Est. Return

O'Connor Financial Group Quincy, Illinois $282M AUM 11.62% 1-Year Est. Return

Fairman Group's DGS Position: Q3 2026 in Review

Fairman Group increased its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 1.2% in Q3 2026, buying an estimated $1.84K and bringing the position to 2,385 shares worth $151K. The position accounts for 0.11% of the portfolio, ranked #66.

Fairman Group first reported a position in DGS in Q4 2023 and has held it in 12 quarters since. The position peaked at $320K in Q3 2024. 116 funds tracked by Wall St. Rank hold DGS as of Q3 2026.

Fairman Group held 2,385 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $151K as of Q3 2026.
Fairman Group bought 29 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q3 2026, an estimated $1.84K.
WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.11% of Fairman Group's portfolio in Q3 2026, its #66 holding.
Fairman Group first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2023 and has held it in 12 quarters since.
Fairman Group's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $320K in Q3 2024.
116 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2026.

Based on Fairman Group's 13F filing for Q3 2026, filed 26 Oct 2026.