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

Modern 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	$270K	Hold	4,180	–	–	﹤0.01%	920
2026 Q1	$252K	Hold	4,180	–	–	﹤0.01%	771
2025 Q4	$239K	Hold	4,180	–	–	﹤0.01%	758
2025 Q3	$239K	Hold	4,180	–	–	﹤0.01%	717
2025 Q2	$231K	Hold	4,180	–	–	0.01%	695
2025 Q1	$202K	Hold	4,180	–	–	0.01%	645
2024 Q4	$204K	Hold	4,180	–	–	0.01%	551
2024 Q3	$224K	Hold	4,180	–	–	0.01%	394
2024 Q2	$215K	Buy	+4,180	New	+$215K	0.02%	371

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

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

Modern Wealth Management held its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) position steady in Q2 2026 at 4,180 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #920.

Modern Wealth Management first reported a position in DGS in Q2 2024 and has held it in 9 quarters since. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

Modern Wealth Management held 4,180 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $270K as of Q2 2026.
Modern 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 Modern Wealth Management's portfolio in Q2 2026, its #920 holding.
Modern Wealth Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q2 2024 and has held it in 9 quarters since.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.