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PlanVest Financial’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

PlanVest Financial’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 		$450K Sell
6,959
-996
-13% -$63.9K 0.3% 62
2026
Q1 		$478K Buy
+7,955
New +$486K 0.36% 47

Other funds holding DGS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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 $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PlanVest Financial's DGS Position: Q2 2026 in Review

PlanVest Financial reduced its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 13% in Q2 2026, selling an estimated $63.9K and leaving 6,959 shares worth $450K. The position accounts for 0.3% of the portfolio, ranked #62.

PlanVest Financial first reported a position in DGS in Q1 2026 and has held it in 2 quarters since. The position peaked at $478K in Q1 2026. 244 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

  • PlanVest Financial held 6,959 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $450K as of Q2 2026.
  • PlanVest Financial sold 996 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $63.9K.
  • WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.3% of PlanVest Financial's portfolio in Q2 2026, its #62 holding.
  • PlanVest Financial first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2026 and has held it in 2 quarters since.
  • PlanVest Financial's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $478K in Q1 2026.
  • 244 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.