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Kilter Group’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Kilter Group’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
Q1 		$90 Sell
1
-1
-50% -$61 ﹤0.01% 1519
2025
Q4 		$131 Sell
2
-7
-78% -$398 ﹤0.01% 1331
2025
Q3 		$530 Sell
9
-7
-44% -$397 ﹤0.01% 1039
2025
Q2 		$891 Buy
+16
New +$819 ﹤0.01% 851

Other funds holding DGS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Kilter Group's DGS Position: Q1 2026 in Review

Kilter Group reduced its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 50% in Q1 2026, selling an estimated $61 and leaving 1 share worth $90. The position accounts for ﹤0.01% of the portfolio, ranked #1519.

Kilter Group first reported a position in DGS in Q2 2025 and has held it in 4 quarters since. The position peaked at $891 in Q2 2025. 256 funds tracked by Wall St. Rank hold DGS as of Q1 2026.

  • Kilter Group held 1 share of WisdomTree Emerging Markets SmallCap Dividend Fund worth $90 as of Q1 2026.
  • Kilter Group sold 1 WisdomTree Emerging Markets SmallCap Dividend Fund share in Q1 2026, an estimated $61.
  • WisdomTree Emerging Markets SmallCap Dividend Fund made up ﹤0.01% of Kilter Group's portfolio in Q1 2026, its #1519 holding.
  • Kilter Group first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q2 2025 and has held it in 4 quarters since.
  • Kilter Group's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $891 in Q2 2025.
  • 256 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2026.

Based on Kilter Group's 13F filing for Q1 2026, filed 14 May 2026.