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

Institute for 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	$20.9K	Buy	+323	New	+$20.7K	﹤0.01%	1119
2020 Q1	–	Sell	-38	Closed	-$2K	–	434
2019 Q4	$2K	Buy	+38	New	+$1.74K	﹤0.01%	657

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 $104B AUM 28.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Institute for Wealth Management's DGS Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2026: 323 shares worth $20.9K. The stake represents ﹤0.01% of the portfolio and ranks #1119 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in DGS as recently as Q4 2019.

Institute for Wealth Management first reported a position in DGS in Q4 2019 and has held it in 2 quarters since. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

Institute for Wealth Management held 323 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $20.9K as of Q2 2026.
WisdomTree Emerging Markets SmallCap Dividend Fund was a new Institute for Wealth Management position in Q2 2026.
WisdomTree Emerging Markets SmallCap Dividend Fund made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1119 holding.
Institute for Wealth Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2019 and has held it in 2 quarters since.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

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