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Optima Capital’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Optima Capital’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
-2,447
Closed -$140K – 448
2025
Q4 		$140K Buy
+2,447
New +$139K 0.06% 188
2025
Q1 		– Sell
-5,164
Closed -$253K – 145
2024
Q4 		$253K Buy
+5,164
New +$264K 0.17% 132

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

Optima Capital's DGS Position: Q1 2026 in Review

Optima Capital sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q1 2026, closing a stake of 2,447 shares — an estimated $140K sold.

Optima Capital first reported a position in DGS in Q4 2024 and held it in 2 quarters. The position peaked at $253K in Q4 2024. 256 funds tracked by Wall St. Rank hold DGS as of Q1 2026.

  • Optima Capital reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 2,447 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2026, an estimated $140K.
  • Optima Capital first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2024 and held it in 2 quarters.
  • Optima Capital's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $253K in Q4 2024.
  • 256 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.