Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-288,183
Closed -$16.5M – 656
2025
Q3 		$16.5M Buy
288,183
+4,863
+2% +$276K 0.06% 244
2025
Q2 		$15.7M Buy
283,320
+9,906
+4% +$507K 0.07% 236
2025
Q1 		$13.2M Buy
273,414
+6,834
+3% +$335K 0.07% 225
2024
Q4 		$13M Buy
266,580
+13,841
+5% +$707K 0.06% 221
2024
Q3 		$13.5M Buy
+252,739
New +$13.2M 0.1% 181
2022
Q1 		– Sell
-19,213
Closed -$917K – 431
2021
Q4 		$917K Sell
19,213
-1,126
-6% -$59.3K 0.02% 288
2021
Q3 		$1.09M Buy
20,339
+636
+3% +$34.5K 0.02% 292
2021
Q2 		$1.07M Buy
19,703
+601
+3% +$32.1K 0.02% 294
2021
Q1 		$980K Sell
19,102
-111
-0.6% -$5.51K 0.02% 283
2020
Q4 		$917K Sell
19,213
-144
-0.7% -$6.42K 0.02% 283
2020
Q3 		$800K Sell
19,357
-1,615
-8% -$67.6K 0.02% 278
2020
Q2 		$818K Sell
20,972
-218
-1% -$8.09K 0.03% 271
2020
Q1 		$700K Sell
21,190
-1,094
-5% -$46.2K 0.03% 272
2019
Q4 		$1.07M Buy
+22,284
New +$1.02M 0.03% 260

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National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Kovitz Investment Group Partners's DGS Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q4 2025, closing a stake of 288,183 shares — an estimated $16.5M sold.

Kovitz Investment Group Partners first reported a position in DGS in Q4 2019 and held it in 14 quarters. The position peaked at $16.5M in Q3 2025. 253 funds tracked by Wall St. Rank hold DGS as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 288,183 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q4 2025, an estimated $16.5M.
  • Kovitz Investment Group Partners first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2019 and held it in 14 quarters.
  • Kovitz Investment Group Partners's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $16.5M in Q3 2025.
  • 253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.