Prosperity Consulting Group’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Prosperity Consulting Group’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	$6.01M	Sell	92,842 -10,627	-10%	-$682K	0.23%	84
2026 Q1	$6.22M	Sell	103,469 -8,680	-8%	-$531K	0.28%	65
2025 Q4	$6.42M	Sell	112,149 -4,831	-4%	-$275K	0.29%	64
2025 Q3	$6.68M	Sell	116,980 -12,326	-10%	-$698K	0.33%	57
2025 Q2	$7.14M	Sell	129,306 -9,668	-7%	-$495K	0.52%	43
2025 Q1	$6.71M	Sell	138,974 -4,897	-3%	-$240K	0.52%	40
2024 Q4	$7.04M	Sell	143,871 -16,860	-10%	-$861K	0.53%	41
2024 Q3	$8.63M	Sell	160,731 -10,509	-6%	-$547K	0.67%	32
2024 Q2	$8.81M	Sell	171,240 -26,673	-13%	-$1.37M	1.19%	15
2024 Q1	$10.1M	Buy	+197,913	New	+$9.79M	1.26%	14

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 $104B AUM 28.3% 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

Prosperity Consulting Group's DGS Position: Q2 2026 in Review

Prosperity Consulting Group reduced its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 10% in Q2 2026, selling an estimated $682K and leaving 92,842 shares worth $6.01M. The position accounts for 0.23% of the portfolio, ranked #84.

Prosperity Consulting Group first reported a position in DGS in Q1 2024 and has held it in 10 quarters since. The position peaked at $10.1M in Q1 2024. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

Prosperity Consulting Group held 92,842 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $6.01M as of Q2 2026.
Prosperity Consulting Group sold 10,627 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $682K.
WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.23% of Prosperity Consulting Group's portfolio in Q2 2026, its #84 holding.
Prosperity Consulting Group first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2024 and has held it in 10 quarters since.
Prosperity Consulting Group's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $10.1M in Q1 2024.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.