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

Financial Life Planners’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	$1.37K	Hold	21	–	–	﹤0.01%	292
2026 Q1	$1.26K	Buy	+21	New	+$1.28K	﹤0.01%	314
2025 Q4	–	Sell	-21	Closed	-$1.18K	–	126
2025 Q3	$1.18K	Buy	+21	New	+$1.19K	﹤0.01%	310
2025 Q1	–	Sell	-20	Closed	-$985	–	163
2024 Q4	$985	Buy	+20	New	+$1.02K	﹤0.01%	350

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

Financial Life Planners's DGS Position: Q2 2026 in Review

Financial Life Planners held its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) position steady in Q2 2026 at 21 shares worth $1.37K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

Financial Life Planners first reported a position in DGS in Q4 2024 and has held it in 4 quarters since. 104 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

Financial Life Planners held 21 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $1.37K as of Q2 2026.
Financial Life Planners left its WisdomTree Emerging Markets SmallCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree Emerging Markets SmallCap Dividend Fund made up ﹤0.01% of Financial Life Planners's portfolio in Q2 2026, its #292 holding.
Financial Life Planners first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2024 and has held it in 4 quarters since.
104 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.