Family Wealth Partners’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Family Wealth Partners’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	$2.19M	Sell	33,792 -336	-1%	-$21.6K	0.67%	33
2026 Q1	$2.05M	Sell	34,128 -717	-2%	-$43.8K	0.7%	31
2025 Q4	$1.99M	Buy	34,845 +15	+0%	+$853	0.72%	29
2025 Q3	$1.99M	Buy	34,830 +506	+1%	+$28.7K	0.75%	28
2025 Q2	$1.9M	Sell	34,324 -115	-0.3%	-$5.89K	0.76%	28
2025 Q1	$1.66M	Sell	34,439 -356	-1%	-$17.5K	0.76%	29
2024 Q4	$1.7M	Buy	34,795 +5,025	+17%	+$257K	0.81%	28
2024 Q3	$1.6M	Sell	29,770 -1,322	-4%	-$68.8K	0.82%	29
2024 Q2	$1.6M	Buy	31,092 +642	+2%	+$33.1K	0.83%	29
2024 Q1	$1.55M	Sell	30,450 -2,160	-7%	-$107K	0.88%	29
2023 Q4	$1.63M	Buy	+32,610	New	+$1.53M	1.26%	30

Other funds holding DGS

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

BEAM

Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return

Blueline Advisors Exeter, New Hampshire $144M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

OCFG

O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return

SWM

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return

SPA

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

Family Wealth Partners's DGS Position: Q2 2026 in Review

Family Wealth Partners reduced its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 0.98% in Q2 2026, selling an estimated $21.6K and leaving 33,792 shares worth $2.19M. The position accounts for 0.67% of the portfolio, ranked #33.

Family Wealth Partners first reported a position in DGS in Q4 2023 and has held it in 11 quarters since. 104 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

Family Wealth Partners held 33,792 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $2.19M as of Q2 2026.
Family Wealth Partners sold 336 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $21.6K.
WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.67% of Family Wealth Partners's portfolio in Q2 2026, its #33 holding.
Family Wealth Partners first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2023 and has held it in 11 quarters since.
104 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Family Wealth Partners's 13F filing for Q2 2026, filed 10 Jul 2026.