LRI Investments’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

LRI Investments’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	$3.24K	Hold	50	–	–	﹤0.01%	1207
2026 Q1	$3K	Hold	50	–	–	﹤0.01%	1204
2025 Q4	$2.86K	Hold	50	–	–	﹤0.01%	1144
2025 Q3	$2.85K	Hold	50	–	–	﹤0.01%	1148
2025 Q2	$2.76K	Hold	50	–	–	﹤0.01%	1121
2025 Q1	$2.42K	Hold	50	–	–	﹤0.01%	1085
2024 Q4	$2.45K	Hold	50	–	–	﹤0.01%	1060
2024 Q3	$2.47K	Hold	50	–	–	﹤0.01%	1051
2024 Q2	$2.57K	Hold	50	–	–	﹤0.01%	1018
2024 Q1	$2.54K	Buy	+50	New	+$2.47K	﹤0.01%	715

Other funds holding DGS

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Blueline Advisors Exeter, New Hampshire $144M AUM

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

LRI Investments's DGS Position: Q2 2026 in Review

LRI Investments held its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) position steady in Q2 2026 at 50 shares worth $3.24K. The position accounts for ﹤0.01% of the portfolio, ranked #1207.

LRI Investments first reported a position in DGS in Q1 2024 and has held it in 10 quarters since. 104 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

LRI Investments held 50 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $3.24K as of Q2 2026.
LRI Investments left its WisdomTree Emerging Markets SmallCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree Emerging Markets SmallCap Dividend Fund made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1207 holding.
LRI Investments first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2024 and has held it in 10 quarters since.
104 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.