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Global Retirement Partners’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Global Retirement Partners’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 		$2.6M Buy
+40,222
New +$2.58M 0.04% 408
2025
Q4 		$2.31M Buy
40,339
+690
+2% +$39.2K 0.04% 395
2025
Q3 		$2.26M Sell
39,649
-114
-0.3% -$6.46K 0.05% 326
2025
Q2 		$2.2M Buy
+39,763
New +$2.04M 0.05% 316
2024
Q4 		$1.97M Buy
40,292
+545
+1% +$27.8K 0.06% 302
2024
Q3 		$2.13M Sell
39,747
-15
-0% -$781 0.06% 275
2024
Q2 		$2.05M Buy
39,762
+375
+1% +$19.3K 0.06% 274
2024
Q1 		$2M Buy
39,387
+3,500
+10% +$173K 0.07% 239
2023
Q4 		$1.72M Sell
35,887
-4,972
-12% -$233K 0.07% 240
2023
Q3 		$1.85M Buy
40,859
+10,662
+35% +$509K 0.09% 198
2023
Q2 		$1.41M Buy
30,197
+4,526
+18% +$210K 0.07% 256
2023
Q1 		$1.18M Buy
25,671
+24,256
+1,714% +$1.11M 0.06% 275
2022
Q4 		$62.2K Buy
1,415
+404
+40% +$17.1K ﹤0.01% 997
2022
Q3 		$40K Buy
1,011
+55
+6% +$2.43K ﹤0.01% 1109
2022
Q2 		$43K Hold
956
– – ﹤0.01% 1045
2022
Q1 		$47K Buy
+956
New +$50.2K ﹤0.01% 1006
2019
Q1 		– Sell
-941
Closed -$39K – 1524
2018
Q4 		$39K Hold
941
– – 0.01% 563
2018
Q3 		$43K Buy
941
+199
+27% +$9.35K 0.01% 599
2018
Q2 		$35K Sell
742
-112
-13% -$5.81K 0.01% 630
2018
Q1 		$46K Hold
854
– – 0.01% 544
2017
Q4 		$45K Sell
854
-175
-17% -$8.69K 0.01% 517
2017
Q3 		$50K Buy
1,029
+225
+28% +$10.8K 0.02% 434
2017
Q2 		$37K Buy
804
+93
+13% +$4.23K 0.02% 470
2017
Q1 		$32K Buy
711
+493
+226% +$21.1K 0.02% 450
2016
Q4 		$9K Buy
+218
New +$8.73K 0.01% 711

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 $104B AUM 28.3% 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

Global Retirement Partners's DGS Position: Q2 2026 in Review

Global Retirement Partners opened a new position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2026: 40,222 shares worth $2.6M. The stake represents 0.04% of the portfolio and ranks #408 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in DGS as recently as Q4 2025.

Global Retirement Partners first reported a position in DGS in Q4 2016 and has held it in 25 quarters since. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

  • Global Retirement Partners held 40,222 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $2.6M as of Q2 2026.
  • WisdomTree Emerging Markets SmallCap Dividend Fund was a new Global Retirement Partners position in Q2 2026.
  • WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.04% of Global Retirement Partners's portfolio in Q2 2026, its #408 holding.
  • Global Retirement Partners first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2016 and has held it in 25 quarters since.
  • 253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.