FFG Retirement Advisors
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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
Q3 		– Sell
-35,756
Closed -$2.31M – 42
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 $179B AUM 16.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Unison Advisors
Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Great Valley Advisor Group
Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Checchi Capital Advisers
Checchi Capital Advisers Beverly Hills, California $2.07B AUM 16.25% 1-Year Est. Return
Baker Ellis Asset Management
Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return

FFG Retirement Advisors's DGS Position: Q3 2026 in Review

FFG Retirement Advisors sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q3 2026, closing a stake of 35,756 shares — an estimated $2.31M sold.

FFG Retirement Advisors first reported a position in DGS in Q4 2022 and held it in 15 quarters. The position peaked at $2.31M in Q2 2026. 159 funds tracked by Wall St. Rank hold DGS as of Q3 2026.

  • FFG Retirement Advisors reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q3 2026 after selling out during the quarter.
  • FFG Retirement Advisors sold 35,756 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q3 2026, an estimated $2.31M.
  • FFG Retirement Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2022 and held it in 15 quarters.
  • FFG Retirement Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $2.31M in Q2 2026.
  • 159 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2026.

Based on FFG Retirement Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.