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 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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Great Point Wealth Advisors's DGS Position: Q1 2026 in Review

Great Point Wealth Advisors reduced its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 11% in Q1 2026, selling an estimated $346K and leaving 44,985 shares worth $2.7M. The position accounts for 0.5% of the portfolio, ranked #28.

Great Point Wealth Advisors first reported a position in DGS in Q4 2018 and has held it in 29 quarters since. The position peaked at $16.4M in Q1 2022. 255 funds tracked by Wall St. Rank hold DGS as of Q1 2026.

Great Point Wealth Advisors held 44,985 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $2.7M as of Q1 2026.
Great Point Wealth Advisors sold 5,662 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2026, an estimated $346K.
WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.5% of Great Point Wealth Advisors's portfolio in Q1 2026, its #28 holding.
Great Point Wealth Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2018 and has held it in 29 quarters since.
Great Point Wealth Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $16.4M in Q1 2022.
255 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2026.

Based on Great Point Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.