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Insight Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Insight 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
2025
Q2 		– Sell
-25,164
Closed -$1.22M – 293
2025
Q1 		$1.22M Sell
25,164
-15,559
-38% -$763K 0.21% 73
2024
Q4 		$1.99M Buy
40,723
+3,368
+9% +$172K 0.34% 50
2024
Q3 		$2.01M Buy
37,355
+1,963
+6% +$102K 0.35% 47
2024
Q2 		$1.82M Buy
35,392
+5,173
+17% +$266K 0.33% 53
2024
Q1 		$1.54M Buy
30,219
+4,303
+17% +$213K 0.3% 61
2023
Q4 		$1.29M Sell
25,916
-10,829
-29% -$507K 0.27% 59
2023
Q3 		$1.7M Buy
36,745
+2,053
+6% +$98.1K 0.39% 41
2023
Q2 		$1.61M Buy
34,692
+11,172
+48% +$519K 0.36% 41
2023
Q1 		$1.08M Buy
23,520
+4,066
+21% +$186K 0.25% 64
2022
Q4 		$856K Sell
19,454
-9,490
-33% -$402K 0.3% 86
2022
Q3 		$1.15M Buy
28,944
+898
+3% +$39.6K 0.45% 52
2022
Q2 		$1.25M Buy
28,046
+7,298
+35% +$362K 0.42% 56
2022
Q1 		$1.11M Buy
20,748
+9,080
+78% +$477K 0.33% 83
2021
Q4 		$617K Sell
11,668
-7,898
-40% -$416K 0.18% 137
2021
Q3 		$1.02M Sell
19,566
-4,866
-20% -$264K 0.31% 88
2021
Q2 		$1.32M Buy
24,432
+188
+0.8% +$10K 0.41% 61
2021
Q1 		$1.3M Buy
24,244
+1,048
+5% +$52K 0.41% 61
2020
Q4 		$1.11M Buy
+23,196
New +$1.03M 0.42% 62

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
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Insight Advisors's DGS Position: Q2 2025 in Review

Insight Advisors sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2025, closing a stake of 25,164 shares — an estimated $1.22M sold.

Insight Advisors first reported a position in DGS in Q4 2020 and held it in 18 quarters. The position peaked at $2.01M in Q3 2024. 232 funds tracked by Wall St. Rank hold DGS as of Q2 2025.

  • Insight Advisors reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q2 2025 after selling out during the quarter.
  • Insight Advisors sold 25,164 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2025, an estimated $1.22M.
  • Insight Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2020 and held it in 18 quarters.
  • Insight Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $2.01M in Q3 2024.
  • 232 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2025.

Based on Insight Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.