MASECO Private Wealth’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

MASECO Private Wealth’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	$94.2K	Buy	1,457 +492	+51%	+$31.6K	﹤0.01%	138
2026 Q1	$58.1K	Buy	965 +37	+4%	+$2.26K	﹤0.01%	141
2025 Q4	$53.1K	Hold	928	–	–	﹤0.01%	169
2025 Q3	$53K	Sell	928 -384	-29%	-$21.8K	﹤0.01%	89
2025 Q2	$72.4K	Buy	+1,312	New	+$67.2K	﹤0.01%	146

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 $104B AUM 28.3% 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

MASECO Private Wealth's DGS Position: Q2 2026 in Review

MASECO Private Wealth increased its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 51% in Q2 2026, buying an estimated $31.6K and bringing the position to 1,457 shares worth $94.2K. The position accounts for ﹤0.01% of the portfolio, ranked #138.

MASECO Private Wealth first reported a position in DGS in Q2 2025 and has held it in 5 quarters since. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

MASECO Private Wealth held 1,457 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $94.2K as of Q2 2026.
MASECO Private Wealth bought 492 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $31.6K.
WisdomTree Emerging Markets SmallCap Dividend Fund made up ﹤0.01% of MASECO Private Wealth's portfolio in Q2 2026, its #138 holding.
MASECO Private Wealth first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q2 2025 and has held it in 5 quarters since.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.