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PFG Investments’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

PFG Investments’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 		$396K Buy
6,127
+80
+1% +$5.14K 0.02% 791
2026
Q1 		$363K Buy
6,047
+36
+0.6% +$2.2K 0.02% 760
2025
Q4 		$344K Sell
6,011
-810
-12% -$46.1K 0.02% 735
2025
Q3 		$390K Buy
6,821
+93
+1% +$5.27K 0.02% 653
2025
Q2 		$372K Buy
6,728
+63
+0.9% +$3.23K 0.02% 633
2025
Q1 		$322K Buy
6,665
+1,309
+24% +$64.2K 0.02% 669
2024
Q4 		$262K Buy
5,356
+32
+0.6% +$1.64K 0.02% 775
2024
Q3 		$286K Buy
5,324
+58
+1% +$3.02K 0.02% 729
2024
Q2 		$271K Buy
5,266
+68
+1% +$3.5K 0.02% 696
2024
Q1 		$264K Sell
5,198
-10
-0.2% -$495 0.02% 793
2023
Q4 		$260K Buy
5,208
+293
+6% +$13.7K 0.05% 386
2023
Q3 		$227K Buy
4,915
+80
+2% +$3.82K 0.04% 430
2023
Q2 		$225K Buy
4,835
+93
+2% +$4.32K 0.04% 438
2023
Q1 		$217K Buy
+4,742
New +$217K 0.04% 421

Other funds holding DGS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 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

PFG Investments's DGS Position: Q2 2026 in Review

PFG Investments increased its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 1.3% in Q2 2026, buying an estimated $5.14K and bringing the position to 6,127 shares worth $396K. The position accounts for 0.02% of the portfolio, ranked #791.

PFG Investments first reported a position in DGS in Q1 2023 and has held it in 14 quarters since. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

  • PFG Investments held 6,127 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $396K as of Q2 2026.
  • PFG Investments bought 80 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $5.14K.
  • WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.02% of PFG Investments's portfolio in Q2 2026, its #791 holding.
  • PFG Investments first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2023 and has held it in 14 quarters since.
  • 253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.