GIA
DGS icon

Gladstone Institutional Advisory’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Gladstone Institutional Advisory’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 		$227K Buy
+3,506
New +$225K 0.01% 830

Other funds holding DGS

UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 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
BA
Blueline Advisors Exeter, New Hampshire $144M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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
LFS
Leibman Financial Services Louisville, Nebraska $150M AUM 20.45% 1-Year Est. Return

Gladstone Institutional Advisory's DGS Position: Q2 2026 in Review

Gladstone Institutional Advisory opened a new position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2026: 3,506 shares worth $227K. The stake represents 0.01% of the portfolio and ranks #830 among its holdings.

80 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

  • Gladstone Institutional Advisory held 3,506 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $227K as of Q2 2026.
  • WisdomTree Emerging Markets SmallCap Dividend Fund was a new Gladstone Institutional Advisory position in Q2 2026.
  • WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #830 holding.
  • 80 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.