Financial Harvest’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Financial Harvest’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	$1.34M	Buy	21,239 +453	+2%	+$28.7K	0.63%	16
2026 Q2	$1.35M	Buy	20,786 +649	+3%	+$41.7K	0.56%	19
2026 Q1	$1.21M	Buy	20,137 +719	+4%	+$44K	0.71%	19
2025 Q4	$1.11M	Buy	19,418 +1,675	+9%	+$95.2K	0.69%	20
2025 Q3	$1.01M	Buy	17,743 +979	+6%	+$55.5K	0.68%	20
2025 Q2	$926K	Buy	+16,764	New	+$858K	0.69%	23
2025 Q1	–	Sell	-14,877	Closed	-$728K	–	72
2024 Q4	$728K	Buy	+14,877	New	+$760K	0.61%	22

Other funds holding DGS

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

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

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return

Financial Harvest's DGS Position: Q3 2026 in Review

Financial Harvest increased its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 2.2% in Q3 2026, buying an estimated $28.7K and bringing the position to 21,239 shares worth $1.34M. The position accounts for 0.63% of the portfolio, ranked #16.

Financial Harvest first reported a position in DGS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.35M in Q2 2026. 96 funds tracked by Wall St. Rank hold DGS as of Q3 2026.

Financial Harvest held 21,239 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $1.34M as of Q3 2026.
Financial Harvest bought 453 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q3 2026, an estimated $28.7K.
WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.63% of Financial Harvest's portfolio in Q3 2026, its #16 holding.
Financial Harvest first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
Financial Harvest's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $1.35M in Q2 2026.
96 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2026.

Based on Financial Harvest's 13F filing for Q3 2026, filed 15 Oct 2026.