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Harbour Investments’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Harbour Investments’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 		$12.3K Buy
190
+2
+1% +$128 ﹤0.01% 3241
2026
Q1 		$11.3K Buy
188
+113
+151% +$6.91K ﹤0.01% 3198
2025
Q4 		$4.29K Hold
75
– – ﹤0.01% 3070
2025
Q3 		$4.28K Hold
75
– – ﹤0.01% 3041
2025
Q2 		$4.14K Hold
75
– – ﹤0.01% 2944
2025
Q1 		$3.62K Sell
75
-3,014
-98% -$148K ﹤0.01% 2929
2024
Q4 		$151K Buy
3,089
+68
+2% +$3.47K ﹤0.01% 1166
2024
Q3 		$162K Buy
3,021
+316
+12% +$16.5K ﹤0.01% 1104
2024
Q2 		$139K Buy
2,705
+582
+27% +$30K ﹤0.01% 1089
2024
Q1 		$108K Buy
2,123
+854
+67% +$42.3K ﹤0.01% 1177
2023
Q4 		$63.3K Buy
1,269
+695
+121% +$32.5K ﹤0.01% 1353
2023
Q3 		$26.5K Buy
574
+87
+18% +$4.16K ﹤0.01% 1622
2023
Q2 		$22.7K Sell
487
-1
-0.2% -$46 ﹤0.01% 1714
2023
Q1 		$22.4K Sell
488
-134
-22% -$6.14K ﹤0.01% 1694
2022
Q4 		$27.3K Buy
622
+173
+39% +$7.33K ﹤0.01% 1545
2022
Q3 		$20K Hold
449
– – ﹤0.01% 1639
2022
Q2 		$20K Buy
+449
New +$22.3K ﹤0.01% 1639
2021
Q4 		$24K Sell
444
-742
-63% -$39.1K ﹤0.01% 1583
2021
Q3 		$63K Buy
1,186
+56
+5% +$3.04K ﹤0.01% 1629
2021
Q2 		$62K Buy
1,130
+21
+2% +$1.12K ﹤0.01% 1682
2021
Q1 		$57K Buy
+1,109
New +$55K ﹤0.01% 1612

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 22.9% 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

Harbour Investments's DGS Position: Q2 2026 in Review

Harbour Investments increased its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 1.1% in Q2 2026, buying an estimated $128 and bringing the position to 190 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3241.

Harbour Investments first reported a position in DGS in Q1 2021 and has held it in 21 quarters since. The position peaked at $162K in Q3 2024. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

  • Harbour Investments held 190 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $12.3K as of Q2 2026.
  • Harbour Investments bought 2 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $128.
  • WisdomTree Emerging Markets SmallCap Dividend Fund made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #3241 holding.
  • Harbour Investments first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $162K in Q3 2024.
  • 253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.