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FFG Retirement Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

FFG Retirement 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
Q2 		$2.31M Buy
35,756
+282
+0.8% +$18.1K 1.22% 35
2026
Q1 		$2.13M Buy
35,474
+1,347
+4% +$82.4K 1.24% 36
2025
Q4 		$1.95M Sell
34,127
-492
-1% -$28K 1.21% 32
2025
Q3 		$1.98M Sell
34,619
-625
-2% -$35.4K 1.23% 31
2025
Q2 		$1.95M Buy
35,244
+122
+0.3% +$6.25K 1.22% 31
2025
Q1 		$1.7M Buy
35,122
+4,795
+16% +$235K 1.16% 29
2024
Q4 		$1.48M Sell
30,327
-24
-0.1% -$1.23K 0.97% 32
2024
Q3 		$1.63M Buy
30,351
+88
+0.3% +$4.58K 1.06% 32
2024
Q2 		$1.56M Sell
30,263
-830
-3% -$42.7K 1.08% 32
2024
Q1 		$1.58M Buy
31,093
+910
+3% +$45K 1.11% 30
2023
Q4 		$1.51M Buy
30,183
+14
+0% +$655 1.16% 26
2023
Q3 		$1.4M Sell
30,169
-172
-0.6% -$8.22K 1.16% 26
2023
Q2 		$1.41M Buy
30,341
+293
+1% +$13.6K 1.13% 25
2023
Q1 		$1.38M Sell
30,048
-2,083
-6% -$95.5K 1.18% 26
2022
Q4 		$1.41M Buy
+32,131
New +$1.36M 1.29% 26

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

FFG Retirement Advisors's DGS Position: Q2 2026 in Review

FFG Retirement Advisors increased its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 0.79% in Q2 2026, buying an estimated $18.1K and bringing the position to 35,756 shares worth $2.31M. The position accounts for 1.22% of the portfolio, ranked #35.

FFG Retirement Advisors first reported a position in DGS in Q4 2022 and has held it in 15 quarters since. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

  • FFG Retirement Advisors held 35,756 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $2.31M as of Q2 2026.
  • FFG Retirement Advisors bought 282 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $18.1K.
  • WisdomTree Emerging Markets SmallCap Dividend Fund made up 1.22% of FFG Retirement Advisors's portfolio in Q2 2026, its #35 holding.
  • FFG Retirement Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2022 and has held it in 15 quarters since.
  • 253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on FFG Retirement Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.