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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
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

UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
BEAM
Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return
BA
Blueline Advisors Exeter, New Hampshire $144M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
IWM
Inlight Wealth Management Atlanta, Georgia $315M AUM 26.98% 1-Year Est. Return

Leibman Financial Services's DGS Position: Q2 2026 in Review

Leibman Financial Services increased its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 19% in Q2 2026, buying an estimated $822K and bringing the position to 80,367 shares worth $5.2M. The position accounts for 3.46% of the portfolio, ranked #4.

Leibman Financial Services first reported a position in DGS in Q4 2025 and has held it in 3 quarters since. 92 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

  • Leibman Financial Services held 80,367 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $5.2M as of Q2 2026.
  • Leibman Financial Services bought 12,800 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $822K.
  • WisdomTree Emerging Markets SmallCap Dividend Fund made up 3.46% of Leibman Financial Services's portfolio in Q2 2026, its #4 holding.
  • Leibman Financial Services first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2025 and has held it in 3 quarters since.
  • 92 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Leibman Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.