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Lifetime Wealth Management’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Lifetime Wealth Management’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 		$1.9M Buy
29,315
+6,686
+30% +$429K 1.11% 25
2026
Q1 		$1.36M Buy
22,629
+1,006
+5% +$61.5K 0.77% 36
2025
Q4 		$1.24M Buy
+21,623
New +$1.23M 0.78% 40

Other funds holding DGS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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 $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Lifetime Wealth Management's DGS Position: Q2 2026 in Review

Lifetime Wealth Management increased its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 30% in Q2 2026, buying an estimated $429K and bringing the position to 29,315 shares worth $1.9M. The position accounts for 1.11% of the portfolio, ranked #25.

Lifetime Wealth Management first reported a position in DGS in Q4 2025 and has held it in 3 quarters since. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

  • Lifetime Wealth Management held 29,315 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $1.9M as of Q2 2026.
  • Lifetime Wealth Management bought 6,686 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $429K.
  • WisdomTree Emerging Markets SmallCap Dividend Fund made up 1.11% of Lifetime Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Lifetime Wealth Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2025 and has held it in 3 quarters since.
  • 253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Lifetime Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.