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Okabena Investment Services’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Okabena Investment Services’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 		– Sell
-4,263
Closed -$244K – 151
2025
Q4 		$244K Buy
+4,263
New +$242K 0.05% 136

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 $140B AUM 46.34% 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 $103B AUM 28.65% 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 $424B AUM 22.96% 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 $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

Okabena Investment Services's DGS Position: Q1 2026 in Review

Okabena Investment Services sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q1 2026, closing a stake of 4,263 shares — an estimated $244K sold.

Okabena Investment Services first reported a position in DGS in Q4 2025 and held it in 1 quarter. The position peaked at $244K in Q4 2025. 258 funds tracked by Wall St. Rank hold DGS as of Q1 2026.

  • Okabena Investment Services reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q1 2026 after selling out during the quarter.
  • Okabena Investment Services sold 4,263 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2026, an estimated $244K.
  • Okabena Investment Services first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2025 and held it in 1 quarter.
  • Okabena Investment Services's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $244K in Q4 2025.
  • 258 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2026.

Based on Okabena Investment Services's 13F filing for Q1 2026, filed 15 May 2026.