Midway Capital Research & Management’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Midway Capital Research & Management’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	$2.93M	Buy	45,268 +854	+2%	+$54.8K	2.33%	12
2026 Q1	$2.67M	Buy	44,414 +2,058	+5%	+$126K	2.52%	11
2025 Q4	$2.42M	Buy	+42,356	New	+$2.41M	2.36%	17

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 $103B AUM 28.65% 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

Midway Capital Research & Management's DGS Position: Q2 2026 in Review

Midway Capital Research & Management increased its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 1.9% in Q2 2026, buying an estimated $54.8K and bringing the position to 45,268 shares worth $2.93M. The position accounts for 2.33% of the portfolio, ranked #12.

Midway Capital Research & Management first reported a position in DGS in Q4 2025 and has held it in 3 quarters since. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

Midway Capital Research & Management held 45,268 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $2.93M as of Q2 2026.
Midway Capital Research & Management bought 854 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $54.8K.
WisdomTree Emerging Markets SmallCap Dividend Fund made up 2.33% of Midway Capital Research & Management's portfolio in Q2 2026, its #12 holding.
Midway Capital Research & Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2025 and has held it in 3 quarters since.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Midway Capital Research & Management's 13F filing for Q2 2026, filed 14 Jul 2026.