Pathstone Holdings’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Pathstone Holdings’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	$310K	Buy	+4,914	New	+$312K	﹤0.01%	2121

Other funds holding DGS

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 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

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

Pathstone Holdings's DGS Position: Q3 2026 in Review

Pathstone Holdings opened a new position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q3 2026: 4,914 shares worth $310K. The stake represents ﹤0.01% of the portfolio and ranks #2121 among its holdings.

227 funds tracked by Wall St. Rank hold DGS as of Q3 2026.

Pathstone Holdings held 4,914 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $310K as of Q3 2026.
WisdomTree Emerging Markets SmallCap Dividend Fund was a new Pathstone Holdings position in Q3 2026.
WisdomTree Emerging Markets SmallCap Dividend Fund made up ﹤0.01% of Pathstone Holdings's portfolio in Q3 2026, its #2121 holding.
227 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2026.

Based on Pathstone Holdings's 13F filing for Q3 2026, filed 13 Nov 2026.