Meridian Financial Partners’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Meridian Financial Partners’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	$351K	Sell	5,519 -451	-8%	-$29K	0.12%	93
2026 Q1	$357K	Hold	5,970	–	–	0.14%	88
2025 Q4	$359K	Hold	5,970	–	–	0.14%	82
2025 Q3	$341K	Sell	5,970 -21	-0.4%	-$1.19K	0.14%	86
2025 Q2	$331K	Hold	5,991	–	–	0.16%	87
2025 Q1	$289K	Hold	5,991	–	–	0.15%	88
2024 Q4	$293K	Sell	5,991 -106	-2%	-$5.42K	0.15%	83
2024 Q3	$327K	Hold	6,097	–	–	0.17%	80
2024 Q2	$318K	Hold	6,097	–	–	0.19%	68
2024 Q1	$302K	Buy	6,097 +214	+4%	+$10.6K	0.39%	33
2023 Q4	$280K	Sell	5,883 -13	-0.2%	-$608	0.29%	44
2023 Q3	$264K	Hold	5,896	–	–	0.27%	44
2023 Q2	$284K	Sell	5,896 -1,493	-20%	-$69.3K	0.17%	70
2023 Q1	$346K	Sell	7,389 -436	-6%	-$20K	0.39%	37
2022 Q4	$364K	Buy	7,825 +641	+9%	+$27.1K	0.41%	36
2022 Q3	$283K	Buy	7,184 +253	+4%	+$11.2K	0.4%	36
2022 Q2	$310K	Buy	6,931 +1,608	+30%	+$79.8K	0.21%	71
2022 Q1	$284K	Sell	5,323 -47	-0.9%	-$2.47K	0.42%	40
2021 Q4	$287K	Buy	5,370 +196	+4%	+$10.3K	0.19%	70
2021 Q3	$274K	Hold	5,174	–	–	0.18%	71
2021 Q2	$279K	Buy	+5,174	New	+$276K	0.19%	69

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

Meridian Financial Partners's DGS Position: Q2 2026 in Review

Meridian Financial Partners reduced its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 7.6% in Q2 2026, selling an estimated $29K and leaving 5,519 shares worth $351K. The position accounts for 0.12% of the portfolio, ranked #93.

Meridian Financial Partners first reported a position in DGS in Q2 2021 and has held it in 21 quarters since. The position peaked at $364K in Q4 2022. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

Meridian Financial Partners held 5,519 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $351K as of Q2 2026.
Meridian Financial Partners sold 451 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $29K.
WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.12% of Meridian Financial Partners's portfolio in Q2 2026, its #93 holding.
Meridian Financial Partners first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q2 2021 and has held it in 21 quarters since.
Meridian Financial Partners's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $364K in Q4 2022.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Meridian Financial Partners's 13F filing for Q2 2026, filed 24 Jul 2026.