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 Q3	$2.2M	Buy	34,838 +277	+0.8%	+$17.6K	1.29%	18
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 Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Marathon Strategic Advisors's DGS Position: Q3 2026 in Review

Marathon Strategic Advisors increased its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 0.8% in Q3 2026, buying an estimated $17.6K and bringing the position to 34,838 shares worth $2.2M. The position accounts for 1.29% of the portfolio, ranked #18.

Marathon Strategic Advisors first reported a position in DGS in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.24M in Q2 2026. 227 funds tracked by Wall St. Rank hold DGS as of Q3 2026.

Marathon Strategic Advisors held 34,838 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $2.2M as of Q3 2026.
Marathon Strategic Advisors bought 277 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q3 2026, an estimated $17.6K.
WisdomTree Emerging Markets SmallCap Dividend Fund made up 1.29% of Marathon Strategic Advisors's portfolio in Q3 2026, its #18 holding.
Marathon Strategic Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2023 and has held it in 12 quarters since.
Marathon Strategic Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $2.24M in Q2 2026.
227 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2026.

Based on Marathon Strategic Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.