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Inlight Wealth Management’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Inlight Wealth Management’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 		$4.37M Sell
67,498
-3,235
-5% -$208K 1.39% 17
2026
Q1 		$4.25M Sell
70,733
-5,336
-7% -$326K 1.57% 17
2025
Q4 		$4.35M Sell
76,069
-11,796
-13% -$671K 1.59% 20
2025
Q3 		$5.02M Sell
87,865
-9,654
-10% -$547K 2.36% 15
2025
Q2 		$5.39M Sell
97,519
-4,643
-5% -$238K 2.79% 13
2025
Q1 		$4.94M Sell
102,162
-9,288
-8% -$456K 3.05% 12
2024
Q4 		$5.45M Buy
+111,450
New +$5.69M 3.59% 10

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 22.96% 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

Inlight Wealth Management's DGS Position: Q2 2026 in Review

Inlight Wealth Management reduced its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 4.6% in Q2 2026, selling an estimated $208K and leaving 67,498 shares worth $4.37M. The position accounts for 1.39% of the portfolio, ranked #17.

Inlight Wealth Management first reported a position in DGS in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.45M in Q4 2024. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

  • Inlight Wealth Management held 67,498 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $4.37M as of Q2 2026.
  • Inlight Wealth Management sold 3,235 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $208K.
  • WisdomTree Emerging Markets SmallCap Dividend Fund made up 1.39% of Inlight Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Inlight Wealth Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
  • Inlight Wealth Management's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $5.45M in Q4 2024.
  • 253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Inlight Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.