Independent Advisor Alliance’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Independent Advisor Alliance’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	–	Sell	-13,902	Closed	-$836K	–	1159
2026 Q1	$836K	Buy	+13,902	New	+$850K	0.01%	915
2025 Q1	–	Sell	-15,538	Closed	-$760K	–	912
2024 Q4	$760K	Buy	+15,538	New	+$794K	0.01%	808
2017 Q2	–	Sell	-4,481	Closed	-$201K	–	264
2017 Q1	$201K	Buy	+4,481	New	+$192K	0.03%	381

Other funds holding DGS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Independent Advisor Alliance's DGS Position: Q2 2026 in Review

Independent Advisor Alliance sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2026, closing a stake of 13,902 shares — an estimated $836K sold.

Independent Advisor Alliance first reported a position in DGS in Q1 2017 and held it in 3 quarters. The position peaked at $836K in Q1 2026. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

Independent Advisor Alliance reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 13,902 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $836K.
Independent Advisor Alliance first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2017 and held it in 3 quarters.
Independent Advisor Alliance's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $836K in Q1 2026.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.