Leibman Financial Services
DGS icon

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

Leibman Financial 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
Q3 		$6.71M Buy
106,269
+25,902
+32% +$1.64M 4.63% 3
2026
Q2 		$5.2M Buy
80,367
+12,800
+19% +$822K 3.46% 4
2026
Q1 		$4.06M Buy
67,567
+1,706
+3% +$104K 2.98% 7
2025
Q4 		$3.77M Buy
+65,861
New +$3.74M 2.72% 13

Other funds holding DGS

Unison Advisors
Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Baker Ellis Asset Management
Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return
Neumann Capital Management
Neumann Capital Management Foster City, California $391M AUM 14.43% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Blueline Advisors
Blueline Advisors Exeter, New Hampshire $142M AUM 7.87% 1-Year Est. Return
O'Connor Financial Group
O'Connor Financial Group Quincy, Illinois $282M AUM 11.62% 1-Year Est. Return
Pension & Wealth Management Advisors
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
Stonebridge Wealth Management
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return

Leibman Financial Services's DGS Position: Q3 2026 in Review

Leibman Financial Services increased its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 32% in Q3 2026, buying an estimated $1.64M and bringing the position to 106,269 shares worth $6.71M. The position accounts for 4.63% of the portfolio, ranked #3.

Leibman Financial Services first reported a position in DGS in Q4 2025 and has held it in 4 quarters since. 96 funds tracked by Wall St. Rank hold DGS as of Q3 2026.

  • Leibman Financial Services held 106,269 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $6.71M as of Q3 2026.
  • Leibman Financial Services bought 25,902 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q3 2026, an estimated $1.64M.
  • WisdomTree Emerging Markets SmallCap Dividend Fund made up 4.63% of Leibman Financial Services's portfolio in Q3 2026, its #3 holding.
  • Leibman Financial Services first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2025 and has held it in 4 quarters since.
  • 96 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2026.

Based on Leibman Financial Services's 13F filing for Q3 2026, filed 13 Oct 2026.