PGAM
DGS icon

Princeton Global Asset Management’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Princeton Global Asset Management’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 		$42.5K Sell
657
-133
-17% -$8.54K 0.01% 385
2026
Q1 		$47.5K Hold
790
– – 0.01% 359
2025
Q4 		$45.2K Hold
790
– – 0.01% 356
2025
Q3 		$45.1K Sell
790
-347
-31% -$19.7K 0.01% 332
2025
Q2 		$62.8K Hold
1,137
– – 0.01% 288
2025
Q1 		$54.9K Sell
1,137
-255
-18% -$12.5K 0.01% 289
2024
Q4 		$68.1K Sell
1,392
-1,280
-48% -$65.4K 0.01% 282
2024
Q3 		$143K Sell
2,672
-2,431
-48% -$127K 0.03% 210
2024
Q2 		$262K Sell
5,103
-887
-15% -$45.7K 0.06% 150
2024
Q1 		$305K Sell
5,990
-1,809
-23% -$89.5K 0.07% 137
2023
Q4 		$389K Sell
7,799
-210
-3% -$9.82K 0.1% 120
2023
Q3 		$370K Sell
8,009
-4,575
-36% -$219K 0.11% 116
2023
Q2 		$586K Sell
12,584
-450
-3% -$20.9K 0.17% 100
2023
Q1 		$597K Sell
13,034
-183
-1% -$8.39K 0.17% 106
2022
Q4 		$581K Buy
13,217
+5
+0% +$212 0.19% 102
2022
Q3 		$526K Buy
13,212
+16
+0.1% +$706 0.18% 103
2022
Q2 		$589K Sell
13,196
-884
-6% -$43.9K 0.19% 103
2022
Q1 		$750K Sell
14,080
-414
-3% -$21.8K 0.21% 100
2021
Q4 		$767K Sell
14,494
-1,639
-10% -$86.3K 0.21% 105
2021
Q3 		$863K Sell
16,133
-4,869
-23% -$264K 0.26% 92
2021
Q2 		$1.14M Buy
21,002
+1,385
+7% +$73.9K 0.35% 82
2021
Q1 		$1.01M Sell
19,617
-2,141
-10% -$106K 0.33% 84
2020
Q4 		$1.04M Sell
21,758
-1,589
-7% -$70.8K 0.36% 74
2020
Q3 		$965K Sell
23,347
-28,761
-55% -$1.2M 0.39% 74
2020
Q2 		$2.03M Buy
52,108
+18,053
+53% +$670K 0.63% 55
2020
Q1 		$1.13M Buy
34,055
+28,024
+465% +$1.18M 0.5% 68
2019
Q4 		$288 Buy
6,031
+5,452
+942% +$250K 0.12% 138
2019
Q3 		$26K Sell
579
-605
-51% -$27.7K 0.01% 247
2019
Q2 		$56K Buy
1,184
+497
+72% +$23.1K 0.03% 206
2019
Q1 		$32K Sell
687
-123
-15% -$5.63K 0.02% 226
2018
Q4 		$34K Buy
+810
New +$34.4K 0.03% 170

Other funds holding DGS

OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
LFS
Leibman Financial Services Louisville, Nebraska $150M AUM 20.45% 1-Year Est. Return
MCRM
Midway Capital Research & Management Chicago, Illinois $126M AUM
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
MSA
Marathon Strategic Advisors Pittsburgh, Pennsylvania $177M AUM 66.85% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Princeton Global Asset Management's DGS Position: Q2 2026 in Review

Princeton Global Asset Management reduced its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 17% in Q2 2026, selling an estimated $8.54K and leaving 657 shares worth $42.5K. The position accounts for 0.01% of the portfolio, ranked #385.

Princeton Global Asset Management first reported a position in DGS in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.03M in Q2 2020. 41 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

  • Princeton Global Asset Management held 657 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $42.5K as of Q2 2026.
  • Princeton Global Asset Management sold 133 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $8.54K.
  • WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.01% of Princeton Global Asset Management's portfolio in Q2 2026, its #385 holding.
  • Princeton Global Asset Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2018 and has held it in 31 quarters since.
  • Princeton Global Asset Management's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $2.03M in Q2 2020.
  • 41 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.