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

Rossby 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
Q1 		– Sell
-175
Closed -$10K – 2281
2025
Q4 		$10K Buy
+175
New +$9.95K ﹤0.01% 928

Other funds holding DGS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $104B AUM 28.3% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Rossby Financial's DGS Position: Q1 2026 in Review

Rossby Financial sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q1 2026, closing a stake of 175 shares — an estimated $10K sold.

Rossby Financial first reported a position in DGS in Q4 2025 and held it in 1 quarter. The position peaked at $10K in Q4 2025. 258 funds tracked by Wall St. Rank hold DGS as of Q1 2026.

  • Rossby Financial reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q1 2026 after selling out during the quarter.
  • Rossby Financial sold 175 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2026, an estimated $10K.
  • Rossby Financial first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2025 and held it in 1 quarter.
  • Rossby Financial's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $10K in Q4 2025.
  • 258 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.