Great Point Wealth Advisors
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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
Q3 		$2.54M Sell
40,245
-1,072
-3% -$68K 0.4% 32
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 		$9.9M Hold
254,911
– – 5.13% 8
2020
Q2 		$9.9M 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 		$9.9M 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

Unison Advisors
Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Baker Ellis Asset Management
Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return
Neumann Capital Management
Neumann Capital Management Foster City, California $391M AUM 14.43% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Blueline Advisors
Blueline Advisors Exeter, New Hampshire $142M AUM 7.87% 1-Year Est. Return
O'Connor Financial Group
O'Connor Financial Group Quincy, Illinois $282M AUM 11.62% 1-Year Est. Return
Pension & Wealth Management Advisors
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
Stonebridge Wealth Management
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return

Great Point Wealth Advisors's DGS Position: Q3 2026 in Review

Great Point Wealth Advisors reduced its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 2.6% in Q3 2026, selling an estimated $68K and leaving 40,245 shares worth $2.54M. The position accounts for 0.4% of the portfolio, ranked #32.

Great Point Wealth Advisors first reported a position in DGS in Q4 2018 and has held it in 31 quarters since. The position peaked at $16.4M in Q1 2022. 88 funds tracked by Wall St. Rank hold DGS as of Q3 2026.

  • Great Point Wealth Advisors held 40,245 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $2.54M as of Q3 2026.
  • Great Point Wealth Advisors sold 1,072 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q3 2026, an estimated $68K.
  • WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.4% of Great Point Wealth Advisors's portfolio in Q3 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 31 quarters since.
  • Great Point Wealth Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $16.4M in Q1 2022.
  • 88 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2026.

Based on Great Point Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.