Kimelman & Baird’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Kimelman & Baird’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
2025 Q3	–	Sell	-763	Closed	-$42.1K	–	317
2025 Q2	$42.1K	Hold	763	–	–	﹤0.01%	201
2025 Q1	$36.9K	Hold	763	–	–	﹤0.01%	212
2024 Q4	$37.3K	Hold	763	–	–	﹤0.01%	215
2024 Q3	$41K	Hold	763	–	–	﹤0.01%	210
2024 Q2	$39.2K	Buy	+763	New	+$39.3K	﹤0.01%	206

Other funds holding DGS

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kimelman & Baird's DGS Position: Q3 2025 in Review

Kimelman & Baird sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q3 2025, closing a stake of 763 shares — an estimated $42.1K sold.

Kimelman & Baird first reported a position in DGS in Q2 2024 and held it in 5 quarters. The position peaked at $42.1K in Q2 2025. 230 funds tracked by Wall St. Rank hold DGS as of Q3 2025.

Kimelman & Baird reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q3 2025 after selling out during the quarter.
Kimelman & Baird sold 763 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q3 2025, an estimated $42.1K.
Kimelman & Baird first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q2 2024 and held it in 5 quarters.
Kimelman & Baird's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $42.1K in Q2 2025.
230 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2025.

Based on Kimelman & Baird's 13F filing for Q3 2025, filed 25 Nov 2025.