Legacy Bridge’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Legacy Bridge’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	$97.1K	Hold	1,500	–	–	0.03%	186
2026 Q1	$90.2K	Hold	1,500	–	–	0.03%	180
2025 Q4	$85.9K	Hold	1,500	–	–	0.03%	175
2025 Q3	$85.7K	Hold	1,500	–	–	0.04%	174
2025 Q2	$82.9K	Hold	1,500	–	–	0.04%	166
2025 Q1	$72.5K	Hold	1,500	–	–	0.04%	168
2024 Q4	$73.4K	Hold	1,500	–	–	0.04%	174
2024 Q3	$80.5K	Hold	1,500	–	–	0.04%	172
2024 Q2	$77.2K	Hold	1,500	–	–	0.05%	165
2024 Q1	$76.3K	Hold	1,500	–	–	0.04%	176
2023 Q4	$74.9K	Hold	1,500	–	–	0.05%	174
2023 Q3	$69.4K	Hold	1,500	–	–	0.05%	181
2023 Q2	$69.8K	Hold	1,500	–	–	0.05%	185
2023 Q1	$68.7K	Hold	1,500	–	–	0.05%	185
2022 Q4	$66K	Hold	1,500	–	–	0.05%	186
2022 Q3	$60K	Hold	1,500	–	–	0.05%	181
2022 Q2	$67K	Hold	1,500	–	–	0.05%	183
2022 Q1	$80K	Hold	1,500	–	–	0.05%	189
2021 Q4	$79K	Hold	1,500	–	–	0.04%	192
2021 Q3	$80K	Hold	1,500	–	–	0.05%	184
2021 Q2	$82K	Hold	1,500	–	–	0.05%	183
2021 Q1	$77K	Hold	1,500	–	–	0.05%	178
2020 Q4	$72K	Hold	1,500	–	–	0.05%	177
2020 Q3	$62K	Hold	1,500	–	–	0.06%	172
2020 Q2	$59K	Hold	1,500	–	–	0.06%	172
2020 Q1	$50K	Sell	1,500 -829	-36%	-$35K	0.06%	168
2019 Q4	$111K	Buy	+2,329	New	+$107K	0.09%	159

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 $104B AUM 28.3% 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

Legacy Bridge's DGS Position: Q2 2026 in Review

Legacy Bridge held its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) position steady in Q2 2026 at 1,500 shares worth $97.1K. The position accounts for 0.03% of the portfolio, ranked #186.

Legacy Bridge first reported a position in DGS in Q4 2019 and has held it in 27 quarters since. The position peaked at $111K in Q4 2019. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

Legacy Bridge held 1,500 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $97.1K as of Q2 2026.
Legacy Bridge left its WisdomTree Emerging Markets SmallCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.03% of Legacy Bridge's portfolio in Q2 2026, its #186 holding.
Legacy Bridge first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2019 and has held it in 27 quarters since.
Legacy Bridge's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $111K in Q4 2019.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Legacy Bridge's 13F filing for Q2 2026, filed 13 Aug 2026.