Principal Securities’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Principal Securities’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
2025 Q4	–	Sell	-171	Closed	-$9.76K	–	1865
2025 Q3	$9.76K	Hold	171	–	–	﹤0.01%	2731
2025 Q2	$9.45K	Sell	171 -43	-20%	-$2.2K	﹤0.01%	2637
2025 Q1	$10.5K	Hold	214	–	–	﹤0.01%	2499
2024 Q4	$10.5K	Sell	214 -12	-5%	-$613	﹤0.01%	2495
2024 Q3	$12.1K	Buy	226 +150	+197%	+$7.81K	﹤0.01%	2348
2024 Q2	$3.91K	Hold	76	–	–	﹤0.01%	2720
2024 Q1	$3.87K	Hold	76	–	–	﹤0.01%	2686
2023 Q4	$3.79K	Buy	+76	New	+$3.56K	﹤0.01%	2631

Other funds holding DGS

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Principal Securities's DGS Position: Q4 2025 in Review

Principal Securities sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q4 2025, closing a stake of 171 shares — an estimated $9.76K sold.

Principal Securities first reported a position in DGS in Q4 2023 and held it in 8 quarters. The position peaked at $12.1K in Q3 2024. 252 funds tracked by Wall St. Rank hold DGS as of Q4 2025.

Principal Securities reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 171 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q4 2025, an estimated $9.76K.
Principal Securities first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2023 and held it in 8 quarters.
Principal Securities's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $12.1K in Q3 2024.
252 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.