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

Osbon Capital 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 Q1	$31.8K	Hold	529	–	–	0.03%	183
2025 Q4	$30.3K	Buy	+529	New	+$30.1K	0.03%	145
2019 Q2	$2.18M	Buy	+46,395	New	+$2.16M	2.32%	13

Other funds holding DGS

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Osbon Capital Management's DGS Position: Q1 2026 in Review

Osbon Capital Management held its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) position steady in Q1 2026 at 529 shares worth $31.8K. The position accounts for 0.03% of the portfolio, ranked #183.

Osbon Capital Management first reported a position in DGS in Q2 2019 and has held it in 3 quarters since. The position peaked at $2.18M in Q2 2019. 256 funds tracked by Wall St. Rank hold DGS as of Q1 2026.

Osbon Capital Management held 529 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $31.8K as of Q1 2026.
Osbon Capital Management left its WisdomTree Emerging Markets SmallCap Dividend Fund share count unchanged in Q1 2026.
WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.03% of Osbon Capital Management's portfolio in Q1 2026, its #183 holding.
Osbon Capital Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q2 2019 and has held it in 3 quarters since.
Osbon Capital Management's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $2.18M in Q2 2019.
256 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.