Private Wealth Asset Management’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Private Wealth 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	$132K	Hold	2,040	–	–	0.01%	306
2026 Q1	$123K	Buy	+2,040	New	+$125K	0.01%	303

Other funds holding DGS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Private Wealth Asset Management's DGS Position: Q2 2026 in Review

Private Wealth Asset Management held its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) position steady in Q2 2026 at 2,040 shares worth $132K. The position accounts for 0.01% of the portfolio, ranked #306.

Private Wealth Asset Management first reported a position in DGS in Q1 2026 and has held it in 2 quarters since. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

Private Wealth Asset Management held 2,040 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $132K as of Q2 2026.
Private Wealth Asset Management left its WisdomTree Emerging Markets SmallCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #306 holding.
Private Wealth Asset Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2026 and has held it in 2 quarters since.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.