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

Focus Partners Wealth’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	$21.2M	Sell	327,954 -1,817	-0.6%	-$117K	0.02%	501
2026 Q1	$19.8M	Buy	329,771 +2,511	+0.8%	+$154K	0.02%	500
2025 Q4	$18.7M	Buy	327,260 +320,773	+4,945%	+$18.2M	0.02%	505
2025 Q3	$370K	Sell	6,487 -31,880	-83%	-$1.81M	﹤0.01%	1737
2025 Q2	$2.12M	Buy	38,367 +31,611	+468%	+$1.62M	﹤0.01%	885
2025 Q1	$326K	Sell	6,756 -394	-6%	-$19.3K	﹤0.01%	1527
2024 Q4	$350K	Buy	+7,150	New	+$365K	﹤0.01%	1480

Other funds holding DGS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Focus Partners Wealth's DGS Position: Q2 2026 in Review

Focus Partners Wealth reduced its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 0.55% in Q2 2026, selling an estimated $117K and leaving 327,954 shares worth $21.2M. The position accounts for 0.02% of the portfolio, ranked #501.

Focus Partners Wealth first reported a position in DGS in Q4 2024 and has held it in 7 quarters since. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

Focus Partners Wealth held 327,954 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $21.2M as of Q2 2026.
Focus Partners Wealth sold 1,817 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $117K.
WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.02% of Focus Partners Wealth's portfolio in Q2 2026, its #501 holding.
Focus Partners Wealth first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.