IFG Advisory’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

IFG Advisory’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	$160K	Buy	2,532 +19	+0.8%	+$1.2K	0.01%	934
2026 Q2	$163K	Buy	+2,513	New	+$161K	0.01%	935
2020 Q1	–	Sell	-7,891	Closed	-$377K	–	373
2019 Q4	$377K	Sell	7,891 -618	-7%	-$28.3K	0.07%	280
2019 Q3	$376K	Buy	+8,509	New	+$389K	0.07%	266
2019 Q1	–	Sell	-16,733	Closed	-$690K	–	338
2018 Q4	$690K	Sell	16,733 -150	-0.9%	-$6.37K	0.16%	135
2018 Q3	$758K	Sell	16,883 -122	-0.7%	-$5.74K	0.14%	143
2018 Q2	$782K	Buy	17,005 +3,554	+26%	+$184K	0.16%	134
2018 Q1	$690K	Buy	+13,451	New	+$729K	0.15%	137

Other funds holding DGS

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return

Neumann Capital Management Foster City, California $391M AUM 14.43% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

IFG Advisory's DGS Position: Q3 2026 in Review

IFG Advisory increased its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 0.76% in Q3 2026, buying an estimated $1.2K and bringing the position to 2,532 shares worth $160K. The position accounts for 0.01% of the portfolio, ranked #934.

IFG Advisory first reported a position in DGS in Q1 2018 and has held it in 8 quarters since. The position peaked at $782K in Q2 2018. 143 funds tracked by Wall St. Rank hold DGS as of Q3 2026.

IFG Advisory held 2,532 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $160K as of Q3 2026.
IFG Advisory bought 19 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q3 2026, an estimated $1.2K.
WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.01% of IFG Advisory's portfolio in Q3 2026, its #934 holding.
IFG Advisory first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2018 and has held it in 8 quarters since.
IFG Advisory's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $782K in Q2 2018.
143 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.