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

Lodestone 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	$1.06M	Buy	16,315 +265	+2%	+$17K	0.37%	78
2026 Q1	$965K	Buy	16,050 +832	+5%	+$50.9K	0.38%	70
2025 Q4	$871K	Sell	15,218 -547	-3%	-$31.1K	0.35%	72
2025 Q3	$900K	Buy	15,765 +589	+4%	+$33.4K	0.4%	70
2025 Q2	$838K	Sell	15,176 -1,366	-8%	-$69.9K	0.41%	69
2025 Q1	$799K	Buy	+16,542	New	+$811K	0.43%	67
2024 Q4	–	Sell	-16,586	Closed	-$891K	–	156
2024 Q3	$891K	Sell	16,586 -2,353	-12%	-$123K	0.45%	63
2024 Q2	$974K	Buy	+18,939	New	+$975K	0.51%	62

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 $103B AUM 28.65% 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

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

Lodestone Wealth Management increased its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 1.7% in Q2 2026, buying an estimated $17K and bringing the position to 16,315 shares worth $1.06M. The position accounts for 0.37% of the portfolio, ranked #78.

Lodestone Wealth Management first reported a position in DGS in Q2 2024 and has held it in 8 quarters since. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

Lodestone Wealth Management held 16,315 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $1.06M as of Q2 2026.
Lodestone Wealth Management bought 265 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $17K.
WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.37% of Lodestone Wealth Management's portfolio in Q2 2026, its #78 holding.
Lodestone Wealth Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q2 2024 and has held it in 8 quarters since.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.