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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
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 		$9.95M Buy
+217,234
New +$9.96M 3.27% 10

Other funds holding DGS

OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
LFS
Leibman Financial Services Louisville, Nebraska $150M AUM 20.45% 1-Year Est. Return
MCRM
Midway Capital Research & Management Chicago, Illinois $126M AUM
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
MSA
Marathon Strategic Advisors Pittsburgh, Pennsylvania $177M AUM 66.85% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

MFA Wealth Advisors's DGS Position: Q2 2026 in Review

MFA Wealth Advisors reduced its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 42% in Q2 2026, selling an estimated $172K and leaving 3,703 shares worth $240K. The position accounts for 0.04% of the portfolio, ranked #91.

MFA Wealth Advisors first reported a position in DGS in Q1 2023 and has held it in 14 quarters since. The position peaked at $13.2M in Q1 2025. 41 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

  • MFA Wealth Advisors held 3,703 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $240K as of Q2 2026.
  • MFA Wealth Advisors sold 2,686 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $172K.
  • WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.04% of MFA Wealth Advisors's portfolio in Q2 2026, its #91 holding.
  • MFA Wealth Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2023 and has held it in 14 quarters since.
  • MFA Wealth Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $13.2M in Q1 2025.
  • 41 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on MFA Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.