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Great Point Wealth Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Great Point Wealth 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
Q2 		$2.67M Sell
41,317
-3,668
-8% -$235K 0.43% 32
2026
Q1 		$2.7M Sell
44,985
-5,662
-11% -$346K 0.5% 28
2025
Q4 		$2.9M Sell
50,647
-2,789
-5% -$159K 0.53% 28
2025
Q3 		$3.05M Buy
+53,436
New +$3.03M 0.57% 28
2025
Q1 		$3.67M Sell
75,918
-1,502
-2% -$73.7K 0.79% 24
2024
Q4 		$3.79M Sell
77,420
-6,885
-8% -$352K 0.83% 25
2024
Q3 		$4.53M Sell
84,305
-497
-0.6% -$25.9K 0.97% 23
2024
Q2 		$4.36M Sell
84,802
-6,321
-7% -$325K 1% 22
2024
Q1 		$4.63M Sell
91,123
-183,751
-67% -$9.09M 1.08% 21
2023
Q4 		$13.7M Buy
274,874
+14,407
+6% +$674K 3.57% 8
2023
Q3 		$12M Buy
260,467
+6,439
+3% +$308K 3.61% 8
2023
Q2 		$11.8M Buy
254,028
+9,320
+4% +$433K 3.55% 7
2023
Q1 		$11.2M Buy
244,708
+8,765
+4% +$402K 3.55% 8
2022
Q4 		$10.4M Sell
235,943
-59,551
-20% -$2.52M 3.48% 8
2022
Q3 		$11.8M Buy
295,494
+9,332
+3% +$412K 4.39% 6
2022
Q2 		$12.8M Sell
286,162
-21,047
-7% -$1.04M 4.53% 7
2022
Q1 		$16.4M Sell
307,209
-854
-0.3% -$44.9K 5.1% 9
2021
Q4 		$16.3M Buy
308,063
+5,584
+2% +$294K 4.99% 10
2021
Q3 		$16.2M Buy
302,479
+5,501
+2% +$299K 5.56% 9
2021
Q2 		$16.2M Buy
296,978
+12,770
+4% +$681K 5.65% 8
2021
Q1 		$14.6M Buy
284,208
+15,820
+6% +$785K 5.58% 8
2020
Q4 		$12.8M Buy
268,388
+13,477
+5% +$601K 5.5% 7
2020
Q3 		$9.94M Hold
254,911
– – 5.13% 8
2020
Q2 		$9.94M Buy
254,911
+15,036
+6% +$558K 5.13% 8
2020
Q1 		$7.92M Buy
239,875
+4,016
+2% +$170K 6.62% 5
2019
Q4 		$11.3M Buy
235,859
+13,042
+6% +$598K 6.97% 5
2019
Q3 		$9.87M Buy
222,817
+26,718
+14% +$1.22M 6.72% 5
2019
Q2 		$9.23M Buy
196,099
+8,247
+4% +$384K 7.45% 4
2019
Q1 		$8.85M Buy
187,852
+12,783
+7% +$585K 7.52% 4
2018
Q4 		$7.33M Buy
+175,069
New +$7.43M 6.94% 4

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

Great Point Wealth Advisors's DGS Position: Q2 2026 in Review

Great Point Wealth Advisors reduced its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 8.2% in Q2 2026, selling an estimated $235K and leaving 41,317 shares worth $2.67M. The position accounts for 0.43% of the portfolio, ranked #32.

Great Point Wealth Advisors first reported a position in DGS in Q4 2018 and has held it in 30 quarters since. The position peaked at $16.4M in Q1 2022. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

  • Great Point Wealth Advisors held 41,317 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $2.67M as of Q2 2026.
  • Great Point Wealth Advisors sold 3,668 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $235K.
  • WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.43% of Great Point Wealth Advisors's portfolio in Q2 2026, its #32 holding.
  • Great Point Wealth Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2018 and has held it in 30 quarters since.
  • Great Point Wealth Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $16.4M in Q1 2022.
  • 253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Great Point Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.