Modera Wealth Management’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Modera Wealth 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	$845K	Hold	13,064	–	–	0.01%	376
2026 Q1	$785K	Sell	13,064 -56	-0.4%	-$3.42K	0.01%	361
2025 Q4	$751K	Sell	13,120 -203	-2%	-$11.5K	0.01%	379
2025 Q3	$761K	Buy	13,323 +8	+0.1%	+$453	0.01%	380
2025 Q2	$736K	Buy	13,315 +5	+0%	+$256	0.01%	371
2025 Q1	$643K	Buy	13,310 +535	+4%	+$26.2K	0.01%	384
2024 Q4	$625K	Sell	12,775 -496	-4%	-$25.3K	0.01%	398
2024 Q3	$713K	Buy	13,271 +6	+0%	+$312	0.01%	357
2024 Q2	$682K	Sell	13,265 -188	-1%	-$9.68K	0.01%	343
2024 Q1	$684K	Sell	13,453 -506	-4%	-$25K	0.01%	356
2023 Q4	$697K	Buy	13,959 +525	+4%	+$24.6K	0.01%	331
2023 Q3	$621K	Sell	13,434 -460	-3%	-$22K	0.01%	333
2023 Q2	$646K	Buy	+13,894	New	+$645K	0.01%	347
2016 Q2	–	Sell	-10,745	Closed	-$406K	–	107
2016 Q1	$406K	Buy	+10,745	New	+$369K	0.14%	63

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

Modera Wealth Management's DGS Position: Q2 2026 in Review

Modera Wealth Management held its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) position steady in Q2 2026 at 13,064 shares worth $845K. The position accounts for 0.01% of the portfolio, ranked #376.

Modera Wealth Management first reported a position in DGS in Q1 2016 and has held it in 14 quarters since. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

Modera Wealth Management held 13,064 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $845K as of Q2 2026.
Modera Wealth Management 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 Modera Wealth Management's portfolio in Q2 2026, its #376 holding.
Modera Wealth Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2016 and has held it in 14 quarters since.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.