Keating Financial Advisory Services’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Keating Financial Advisory Services’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	–	Sell	-300	Closed	-$18K	–	2639
2026 Q1	$18K	Hold	300	–	–	﹤0.01%	932
2025 Q4	$17.2K	Buy	+300	New	+$17.1K	﹤0.01%	940

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 $103B AUM 28.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Keating Financial Advisory Services's DGS Position: Q2 2026 in Review

Keating Financial Advisory Services sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2026, closing a stake of 300 shares — an estimated $18K sold.

Keating Financial Advisory Services first reported a position in DGS in Q4 2025 and held it in 2 quarters. The position peaked at $18K in Q1 2026. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

Keating Financial Advisory Services reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q2 2026 after selling out during the quarter.
Keating Financial Advisory Services sold 300 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $18K.
Keating Financial Advisory Services first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2025 and held it in 2 quarters.
Keating Financial Advisory Services's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $18K in Q1 2026.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.