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Focus Partners Advisor Solutions’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Focus Partners Advisor Solutions’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 		$1.36M Sell
21,037
-14,327
-41% -$920K 0.01% 470
2026
Q1 		$2.13M Sell
35,364
-775
-2% -$47.4K 0.02% 336
2025
Q4 		$2.07M Sell
36,139
-32,360
-47% -$1.84M 0.03% 302
2025
Q3 		$3.91M Buy
68,499
+27,752
+68% +$1.57M 0.04% 214
2025
Q2 		$2.25M Sell
40,747
-2,251
-5% -$115K 0.03% 256
2025
Q1 		$2.08M Buy
42,998
+2,085
+5% +$102K 0.03% 253
2024
Q4 		$2M Buy
40,913
+939
+2% +$48K 0.03% 227
2024
Q3 		$2.15M Sell
39,974
-8,714
-18% -$454K 0.05% 192
2024
Q2 		$2.5M Buy
48,688
+31,026
+176% +$1.6M 0.07% 145
2024
Q1 		$898K Sell
17,662
-26,447
-60% -$1.31M 0.03% 254
2023
Q4 		$2.2M Buy
44,109
+10,504
+31% +$491K 0.11% 93
2023
Q3 		$1.55M Sell
33,605
-8,028
-19% -$384K 0.08% 126
2023
Q2 		$1.94M Buy
41,633
+2,531
+6% +$118K 0.11% 90
2023
Q1 		$1.79M Sell
39,102
-13,204
-25% -$606K 0.12% 83
2022
Q4 		$2.3M Sell
52,306
-2,669
-5% -$113K 0.18% 72
2022
Q3 		$2.19M Buy
54,975
+22,166
+68% +$979K 0.13% 81
2022
Q2 		$1.47M Sell
32,809
-300
-0.9% -$14.9K 0.12% 85
2022
Q1 		$1.77M Buy
+33,109
New +$1.74M 0.18% 72

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 $103B AUM 28.65% 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

Focus Partners Advisor Solutions's DGS Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 41% in Q2 2026, selling an estimated $920K and leaving 21,037 shares worth $1.36M. The position accounts for 0.01% of the portfolio, ranked #470.

Focus Partners Advisor Solutions first reported a position in DGS in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.91M in Q3 2025. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

  • Focus Partners Advisor Solutions held 21,037 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $1.36M as of Q2 2026.
  • Focus Partners Advisor Solutions sold 14,327 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $920K.
  • WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #470 holding.
  • Focus Partners Advisor Solutions first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2022 and has held it in 18 quarters since.
  • Focus Partners Advisor Solutions's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $3.91M in Q3 2025.
  • 253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.