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International Assets Investment Management’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

International Assets Investment 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 		$16.7K Hold
261
– – ﹤0.01% 1679
2026
Q1 		$15.7K Hold
261
– – ﹤0.01% 1571
2025
Q4 		$14.9K Buy
+261
New +$14.8K ﹤0.01% 1555
2024
Q4 		– Sell
-11,277
Closed -$210 – 1072
2024
Q3 		$210 Buy
11,277
+11,067
+5,270% +$576K ﹤0.01% 1528
2024
Q2 		$10.8K Buy
+210
New +$10.8K ﹤0.01% 1648
2023
Q2 		– Sell
-210
Closed -$9.62K – 646
2023
Q1 		$9.62K Buy
+210
New +$9.63K ﹤0.01% 856

Other funds holding DGS

UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
BEAM
Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return
BA
Blueline Advisors Exeter, New Hampshire $144M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
LFS
Leibman Financial Services Louisville, Nebraska $150M AUM 20.45% 1-Year Est. Return

International Assets Investment Management's DGS Position: Q2 2026 in Review

International Assets Investment Management held its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) position steady in Q2 2026 at 261 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1679.

International Assets Investment Management first reported a position in DGS in Q1 2023 and has held it in 6 quarters since. 83 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

  • International Assets Investment Management held 261 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $16.7K as of Q2 2026.
  • International Assets Investment Management left its WisdomTree Emerging Markets SmallCap Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree Emerging Markets SmallCap Dividend Fund made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1679 holding.
  • International Assets Investment Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2023 and has held it in 6 quarters since.
  • 83 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.