Planning Strategies’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Planning Strategies’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	$841	Buy	+13	New	+$835	﹤0.01%	775

Other funds holding DGS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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 $103B AUM 28.65% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Planning Strategies's DGS Position: Q2 2026 in Review

Planning Strategies opened a new position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2026: 13 shares worth $841. The stake represents ﹤0.01% of the portfolio and ranks #775 among its holdings.

244 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

Planning Strategies held 13 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $841 as of Q2 2026.
WisdomTree Emerging Markets SmallCap Dividend Fund was a new Planning Strategies position in Q2 2026.
WisdomTree Emerging Markets SmallCap Dividend Fund made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #775 holding.
244 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.