GHP Investment Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

GHP Investment 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 Q1	–	Sell	-3,200	Closed	-$183K	–	1445
2025 Q4	$183K	Hold	3,200	–	–	0.01%	397
2025 Q3	$183K	Hold	3,200	–	–	0.01%	393
2025 Q2	$177K	Hold	3,200	–	–	0.01%	389
2025 Q1	$155K	Hold	3,200	–	–	0.01%	393
2024 Q4	$157K	Hold	3,200	–	–	0.01%	395
2024 Q3	$172K	Hold	3,200	–	–	0.01%	395
2024 Q2	$165K	Hold	3,200	–	–	0.01%	391
2024 Q1	$163K	Hold	3,200	–	–	0.01%	394
2023 Q4	$160K	Hold	3,200	–	–	0.01%	386
2023 Q3	$146K	Hold	3,200	–	–	0.01%	389
2023 Q2	$152K	Hold	3,200	–	–	0.01%	391
2023 Q1	$147K	Hold	3,200	–	–	0.01%	395
2022 Q4	$141K	Hold	3,200	–	–	0.01%	398
2022 Q3	$127K	Hold	3,200	–	–	0.01%	395
2022 Q2	$143K	Hold	3,200	–	–	0.01%	379
2022 Q1	$171K	Buy	+3,200	New	+$168K	0.01%	376

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

GHP Investment Advisors's DGS Position: Q1 2026 in Review

GHP Investment Advisors sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q1 2026, closing a stake of 3,200 shares — an estimated $183K sold.

GHP Investment Advisors first reported a position in DGS in Q1 2022 and held it in 16 quarters. The position peaked at $183K in Q4 2025. 258 funds tracked by Wall St. Rank hold DGS as of Q1 2026.

GHP Investment Advisors reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q1 2026 after selling out during the quarter.
GHP Investment Advisors sold 3,200 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2026, an estimated $183K.
GHP Investment Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2022 and held it in 16 quarters.
GHP Investment Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $183K in Q4 2025.
258 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2026.

Based on GHP Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.