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 Q3	–	Sell	-423	Closed	-$27.4K	–	680
2026 Q2	$27.4K	Hold	423	–	–	﹤0.01%	599
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 Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Checchi Capital Advisers Beverly Hills, California $2.07B AUM 16.25% 1-Year Est. Return

Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return

NBT Bank's DGS Position: Q3 2026 in Review

NBT Bank sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q3 2026, closing a stake of 423 shares — an estimated $27.4K sold.

NBT Bank first reported a position in DGS in Q3 2024 and held it in 8 quarters. The position peaked at $27.4K in Q2 2026. 162 funds tracked by Wall St. Rank hold DGS as of Q3 2026.

NBT Bank reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q3 2026 after selling out during the quarter.
NBT Bank sold 423 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q3 2026, an estimated $27.4K.
NBT Bank first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2024 and held it in 8 quarters.
NBT Bank's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $27.4K in Q2 2026.
162 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2026.

Based on NBT Bank's 13F filing for Q3 2026, filed 21 Oct 2026.