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NBT Bank’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

NBT Bank’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
Q1 		$25.4K Hold
423
– – ﹤0.01% 571
2025
Q4 		$24.2K Hold
423
– – ﹤0.01% 580
2025
Q3 		$24.2K Hold
423
– – ﹤0.01% 577
2025
Q2 		$23.4K Hold
423
– – ﹤0.01% 576
2025
Q1 		$20.4K Hold
423
– – ﹤0.01% 584
2024
Q4 		$20.7K Hold
423
– – ﹤0.01% 593
2024
Q3 		$22.7K Buy
+423
New +$22K ﹤0.01% 612

Other funds holding DGS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

NBT Bank's DGS Position: Q1 2026 in Review

NBT Bank held its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) position steady in Q1 2026 at 423 shares worth $25.4K. The position accounts for ﹤0.01% of the portfolio, ranked #571.

NBT Bank first reported a position in DGS in Q3 2024 and has held it in 7 quarters since. 256 funds tracked by Wall St. Rank hold DGS as of Q1 2026.

  • NBT Bank held 423 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $25.4K as of Q1 2026.
  • NBT Bank left its WisdomTree Emerging Markets SmallCap Dividend Fund share count unchanged in Q1 2026.
  • WisdomTree Emerging Markets SmallCap Dividend Fund made up ﹤0.01% of NBT Bank's portfolio in Q1 2026, its #571 holding.
  • NBT Bank first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2024 and has held it in 7 quarters since.
  • 256 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2026.

Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.