FFA
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Farther Finance Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Farther Finance Advisors’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 		$314K Sell
4,964
-2,569
-34% -$163K ﹤0.01% 1944
2026
Q2 		$487K Sell
7,533
-80
-1% -$5.14K ﹤0.01% 1578
2026
Q1 		$459K Sell
7,613
-53
-0.7% -$3.24K ﹤0.01% 1459
2025
Q4 		$439K Buy
7,666
+2,460
+47% +$140K ﹤0.01% 1395
2025
Q3 		$297K Sell
5,206
-85
-2% -$4.82K ﹤0.01% 1390
2025
Q2 		$292K Buy
5,291
+539
+11% +$27.6K 0.01% 1210
2025
Q1 		$231K Buy
4,752
+1,777
+60% +$87.2K 0.01% 1170
2024
Q4 		$146K Sell
2,975
-419
-12% -$21.4K 0.01% 1144
2024
Q3 		$182K Buy
3,394
+75
+2% +$3.91K 0.01% 1030
2024
Q2 		$171K Buy
3,319
+200
+6% +$10.3K 0.01% 909
2024
Q1 		$158K Sell
3,119
-221
-7% -$10.9K 0.01% 771
2023
Q4 		$167K Buy
3,340
+349
+12% +$16.3K 0.01% 615
2023
Q3 		$138K Buy
2,991
+144
+5% +$6.88K 0.02% 464
2023
Q2 		$132K Sell
2,847
-243
-8% -$11.3K 0.03% 387
2023
Q1 		$141K Buy
+3,090
New +$142K 0.04% 320

Other funds holding DGS

SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Farther Finance Advisors's DGS Position: Q3 2026 in Review

Farther Finance Advisors reduced its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 34% in Q3 2026, selling an estimated $163K and leaving 4,964 shares worth $314K. The position accounts for ﹤0.01% of the portfolio, ranked #1944.

Farther Finance Advisors first reported a position in DGS in Q1 2023 and has held it in 15 quarters since. The position peaked at $487K in Q2 2026. 13 funds tracked by Wall St. Rank hold DGS as of Q3 2026.

  • Farther Finance Advisors held 4,964 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $314K as of Q3 2026.
  • Farther Finance Advisors sold 2,569 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q3 2026, an estimated $163K.
  • WisdomTree Emerging Markets SmallCap Dividend Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1944 holding.
  • Farther Finance Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2023 and has held it in 15 quarters since.
  • Farther Finance Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $487K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.