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MFA Wealth Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

MFA Wealth 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 		$221K Sell
3,502
-201
-5% -$12.7K 0.04% 90
2026
Q2 		$240K Sell
3,703
-2,686
-42% -$172K 0.04% 91
2026
Q1 		$384K Sell
6,389
-8,374
-57% -$512K 0.08% 69
2025
Q4 		$845K Sell
14,763
-5,554
-27% -$316K 0.18% 52
2025
Q3 		$1.16M Sell
20,317
-12,019
-37% -$681K 0.25% 46
2025
Q2 		$1.79M Sell
32,336
-240,974
-88% -$12.3M 0.42% 42
2025
Q1 		$13.2M Buy
273,310
+16,358
+6% +$802K 3.27% 8
2024
Q4 		$12.6M Buy
256,952
+25,748
+11% +$1.32M 3.22% 11
2024
Q3 		$12.4M Sell
231,204
-3,930
-2% -$205K 2.71% 11
2024
Q2 		$12.1M Buy
235,134
+737
+0.3% +$37.9K 2.64% 12
2024
Q1 		$11.9M Buy
234,397
+313
+0.1% +$15.5K 3.13% 11
2023
Q4 		$11.7M Buy
234,084
+5,570
+2% +$261K 3.29% 11
2023
Q3 		$10.6M Buy
228,514
+6,346
+3% +$303K 3.28% 9
2023
Q2 		$10.3M Buy
222,168
+4,934
+2% +$229K 3.25% 12
2023
Q1 		$9.9M Buy
+217,234
New +$10M 3.27% 10

Other funds holding DGS

Baker Ellis Asset Management
Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return
NCM
Neumann Capital Management Foster City, California $391M AUM 14.43% 1-Year Est. Return
BA
Blueline Advisors Exeter, New Hampshire $142M AUM 7.87% 1-Year Est. Return
PWMA
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return
Discipline Wealth Solutions
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
LFS
Leibman Financial Services Louisville, Nebraska $145M AUM 10.64% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return
EFS
Econ Financial Services Harrisburg, Pennsylvania $239M AUM 2.77% 1-Year Est. Return
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

MFA Wealth Advisors's DGS Position: Q3 2026 in Review

MFA Wealth Advisors reduced its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 5.4% in Q3 2026, selling an estimated $12.7K and leaving 3,502 shares worth $221K. The position accounts for 0.04% of the portfolio, ranked #90.

MFA Wealth Advisors first reported a position in DGS in Q1 2023 and has held it in 15 quarters since. The position peaked at $13.2M in Q1 2025. 46 funds tracked by Wall St. Rank hold DGS as of Q3 2026.

  • MFA Wealth Advisors held 3,502 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $221K as of Q3 2026.
  • MFA Wealth Advisors sold 201 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q3 2026, an estimated $12.7K.
  • WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.04% of MFA Wealth Advisors's portfolio in Q3 2026, its #90 holding.
  • MFA Wealth Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2023 and has held it in 15 quarters since.
  • MFA Wealth Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $13.2M in Q1 2025.
  • 46 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2026.

Based on MFA Wealth Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.