&Partners’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

&Partners’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 Q2	$367K	Sell	5,673 -53	-0.9%	-$3.4K	﹤0.01%	2017
2026 Q1	$344K	Sell	5,726 -196	-3%	-$12K	﹤0.01%	1901
2025 Q4	$335K	Buy	5,922 +88	+2%	+$5K	﹤0.01%	1849
2025 Q3	$333K	Sell	5,834 -79	-1%	-$4.48K	﹤0.01%	1690
2025 Q2	$327K	Sell	5,913 -318	-5%	-$16.3K	﹤0.01%	1579
2025 Q1	$303K	Sell	6,231 -3,808	-38%	-$187K	﹤0.01%	1405
2024 Q4	$491K	Buy	10,039 +276	+3%	+$14.1K	0.01%	1081
2024 Q3	$524K	Sell	9,763 -2,243	-19%	-$117K	0.01%	849
2024 Q2	$618K	Buy	12,006 +3,037	+34%	+$156K	0.03%	474
2024 Q1	$456K	Buy	+8,969	New	+$444K	0.06%	284

Other funds holding DGS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

&Partners's DGS Position: Q2 2026 in Review

&Partners reduced its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 0.93% in Q2 2026, selling an estimated $3.4K and leaving 5,673 shares worth $367K. The position accounts for ﹤0.01% of the portfolio, ranked #2017.

&Partners first reported a position in DGS in Q1 2024 and has held it in 10 quarters since. The position peaked at $618K in Q2 2024. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

&Partners held 5,673 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $367K as of Q2 2026.
&Partners sold 53 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $3.4K.
WisdomTree Emerging Markets SmallCap Dividend Fund made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2017 holding.
&Partners first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2024 and has held it in 10 quarters since.
&Partners's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $618K in Q2 2024.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.