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Marathon Strategic Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Marathon Strategic Advisors’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 		$2.24M Buy
34,561
+67
+0.2% +$4.3K 1.26% 16
2026
Q1 		$2.07M Buy
34,494
+1,095
+3% +$66.9K 1.49% 17
2025
Q4 		$1.91M Buy
33,399
+1,089
+3% +$61.9K 1.46% 17
2025
Q3 		$1.84M Buy
32,310
+905
+3% +$51.3K 1.48% 19
2025
Q2 		$1.73M Buy
31,405
+806
+3% +$41.3K 1.61% 17
2025
Q1 		$1.48M Buy
30,599
+422
+1% +$20.7K 1.59% 17
2024
Q4 		$1.48M Buy
30,177
+1,819
+6% +$92.9K 1.6% 16
2024
Q3 		$1.52M Buy
28,358
+2,001
+8% +$104K 1.61% 16
2024
Q2 		$1.36M Buy
26,357
+237
+0.9% +$12.2K 1.58% 17
2024
Q1 		$1.33M Buy
26,120
+538
+2% +$26.6K 1.62% 13
2023
Q4 		$1.28M Buy
+25,582
New +$1.2M 1.73% 16

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 $104B AUM 28.3% 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

Marathon Strategic Advisors's DGS Position: Q2 2026 in Review

Marathon Strategic Advisors increased its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 0.19% in Q2 2026, buying an estimated $4.3K and bringing the position to 34,561 shares worth $2.24M. The position accounts for 1.26% of the portfolio, ranked #16.

Marathon Strategic Advisors first reported a position in DGS in Q4 2023 and has held it in 11 quarters since. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

  • Marathon Strategic Advisors held 34,561 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $2.24M as of Q2 2026.
  • Marathon Strategic Advisors bought 67 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $4.3K.
  • WisdomTree Emerging Markets SmallCap Dividend Fund made up 1.26% of Marathon Strategic Advisors's portfolio in Q2 2026, its #16 holding.
  • Marathon Strategic Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2023 and has held it in 11 quarters since.
  • 253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Marathon Strategic Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.