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Millstone Evans Group’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Millstone Evans Group’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 		$9.9K Hold
153
– – 0.01% 591
2026
Q1 		$9.2K Hold
153
– – 0.01% 578
2025
Q4 		$8.76K Hold
153
– – 0.01% 565
2025
Q3 		$8.74K Hold
153
– – 0.01% 553
2025
Q2 		$8.45K Hold
153
– – 0.01% 544
2025
Q1 		$7.39K Hold
153
– – 0.01% 555
2024
Q4 		$7.49K Buy
+153
New +$7.82K 0.01% 527

Other funds holding DGS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Millstone Evans Group's DGS Position: Q2 2026 in Review

Millstone Evans Group held its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) position steady in Q2 2026 at 153 shares worth $9.9K. The position accounts for 0.01% of the portfolio, ranked #591.

Millstone Evans Group first reported a position in DGS in Q4 2024 and has held it in 7 quarters since. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

  • Millstone Evans Group held 153 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $9.9K as of Q2 2026.
  • Millstone Evans Group left its WisdomTree Emerging Markets SmallCap Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.01% of Millstone Evans Group's portfolio in Q2 2026, its #591 holding.
  • Millstone Evans Group first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
  • 253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.