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

JFS Wealth 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
2026
Q2 		$526K Buy
8,126
+607
+8% +$39K 0.03% 224
2026
Q1 		$452K Sell
7,519
-19
-0.3% -$1.16K 0.03% 238
2025
Q4 		$431K Sell
7,538
-78
-1% -$4.43K 0.02% 243
2025
Q3 		$435K Sell
7,616
-66
-0.9% -$3.74K 0.03% 240
2025
Q2 		$424K Sell
7,682
-16
-0.2% -$819 0.03% 222
2025
Q1 		$372K Sell
7,698
-87
-1% -$4.27K 0.03% 231
2024
Q4 		$381K Sell
7,785
-645
-8% -$33K 0.03% 223
2024
Q3 		$453K Buy
8,430
+125
+2% +$6.51K 0.03% 205
2024
Q2 		$427K Sell
8,305
-733
-8% -$37.7K 0.03% 158
2024
Q1 		$460K Sell
9,038
-219
-2% -$10.8K 0.04% 162
2023
Q4 		$462K Sell
9,257
-353
-4% -$16.5K 0.04% 152
2023
Q3 		$445K Sell
9,610
-442
-4% -$21.1K 0.04% 156
2023
Q2 		$468K Buy
10,052
+69
+0.7% +$3.2K 0.04% 156
2023
Q1 		$457K Sell
9,983
-211
-2% -$9.68K 0.04% 151
2022
Q4 		$448K Sell
10,194
-1,471
-13% -$62.3K 0.04% 155
2022
Q3 		$464K Sell
11,665
-1,332
-10% -$58.8K 0.05% 153
2022
Q2 		$580K Sell
12,997
-3
-0% -$149 0.06% 135
2022
Q1 		$693K Sell
13,000
-81
-0.6% -$4.26K 0.07% 137
2021
Q4 		$692K Buy
13,081
+61
+0.5% +$3.21K 0.07% 137
2021
Q3 		$696K Sell
13,020
-385
-3% -$20.9K 0.07% 131
2021
Q2 		$730K Buy
13,405
+76
+0.6% +$4.05K 0.11% 95
2021
Q1 		$684K Sell
13,329
-2,251
-14% -$112K 0.14% 84
2020
Q4 		$743K Sell
15,580
-1,552
-9% -$69.2K 0.16% 81
2020
Q3 		$708K Sell
17,132
-440
-3% -$18.4K 0.17% 78
2020
Q2 		$685K Sell
17,572
-3,296
-16% -$122K 0.18% 79
2020
Q1 		$689K Buy
20,868
+296
+1% +$12.5K 0.21% 78
2019
Q4 		$984K Buy
20,572
+191
+0.9% +$8.76K 0.24% 74
2019
Q3 		$903K Buy
20,381
+187
+0.9% +$8.55K 0.23% 78
2019
Q2 		$950K Sell
20,194
-587
-3% -$27.3K 0.24% 74
2019
Q1 		$979K Sell
20,781
-1,727
-8% -$79K 0.26% 72
2018
Q4 		$943K Sell
22,508
-299
-1% -$12.7K 0.25% 70
2018
Q3 		$1.04M Sell
22,807
-494
-2% -$23.2K 0.27% 63
2018
Q2 		$1.11M Sell
23,301
-2,456
-10% -$127K 0.29% 60
2018
Q1 		$1.39M Sell
25,757
-5,216
-17% -$283K 0.37% 51
2017
Q4 		$1.61M Sell
30,973
-1,422
-4% -$70.6K 0.4% 52
2017
Q3 		$1.59M Sell
32,395
-2,429
-7% -$117K 0.41% 53
2017
Q2 		$1.59M Sell
34,824
-13,737
-28% -$624K 0.44% 54
2017
Q1 		$1.9M Hold
48,561
– – 0.51% 49
2016
Q4 		$1.9M Sell
48,561
-19,555
-29% -$783K 0.51% 49
2016
Q3 		$2.84M Sell
68,116
-17,001
-20% -$704K 0.81% 35
2016
Q2 		$3.3M Sell
85,117
-2,120
-2% -$79.7K 0.91% 27
2016
Q1 		$3.3M Buy
87,237
+3,386
+4% +$116K 0.97% 28
2015
Q4 		$2.94M Sell
83,851
-2,850
-3% -$105K 0.85% 29
2015
Q3 		$3.09M Buy
86,701
+4,589
+6% +$177K 1.36% 20
2015
Q2 		$3.56M Buy
82,112
+345
+0.4% +$15.7K 1.83% 15
2015
Q1 		$3.62M Buy
81,767
+79
+0.1% +$3.47K 1.7% 16
2014
Q4 		$3.53M Buy
81,688
+2,928
+4% +$130K 0.56% 17
2014
Q3 		$3.64M Sell
78,760
-1,084
-1% -$52.8K 0.64% 15
2014
Q2 		$3.83M Sell
79,844
-16,498
-17% -$784K 0.7% 15
2014
Q1 		$4.49M Sell
96,342
-21,318
-18% -$956K 2.49% 10
2013
Q4 		$5.42M Buy
117,660
+9,544
+9% +$451K 2.36% 10
2013
Q3 		$5.04M Buy
108,116
+13,217
+14% +$611K 2.36% 10
2013
Q2 		$4.37M Buy
+94,899
New +$4.8M 2.19% 10

Other funds holding DGS

OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 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
MCRM
Midway Capital Research & Management Chicago, Illinois $126M AUM
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
MSA
Marathon Strategic Advisors Pittsburgh, Pennsylvania $177M AUM 66.85% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

JFS Wealth Advisors's DGS Position: Q2 2026 in Review

JFS Wealth Advisors increased its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 8.1% in Q2 2026, buying an estimated $39K and bringing the position to 8,126 shares worth $526K. The position accounts for 0.03% of the portfolio, ranked #224.

JFS Wealth Advisors first reported a position in DGS in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.42M in Q4 2013. 41 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

  • JFS Wealth Advisors held 8,126 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $526K as of Q2 2026.
  • JFS Wealth Advisors bought 607 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $39K.
  • WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.03% of JFS Wealth Advisors's portfolio in Q2 2026, its #224 holding.
  • JFS Wealth Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q2 2013 and has held it in 53 quarters since.
  • JFS Wealth Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $5.42M in Q4 2013.
  • 41 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.