RWA Wealth Partners’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

RWA Wealth Partners’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	$269K	Hold	4,164	–	–	﹤0.01%	583
2026 Q1	$250K	Hold	4,164	–	–	﹤0.01%	576
2025 Q4	$238K	Hold	4,164	–	–	﹤0.01%	566
2025 Q3	$238K	Hold	4,164	–	–	﹤0.01%	570
2025 Q2	$230K	Sell	4,164 -538	-11%	-$27.5K	﹤0.01%	554
2025 Q1	$227K	Hold	4,702	–	–	﹤0.01%	517
2024 Q4	$230K	Buy	+4,702	New	+$240K	﹤0.01%	525

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

RWA Wealth Partners's DGS Position: Q2 2026 in Review

RWA Wealth Partners held its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) position steady in Q2 2026 at 4,164 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #583.

RWA Wealth Partners first reported a position in DGS in Q4 2024 and has held it in 7 quarters since. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

RWA Wealth Partners held 4,164 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $269K as of Q2 2026.
RWA Wealth Partners 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 RWA Wealth Partners's portfolio in Q2 2026, its #583 holding.
RWA Wealth Partners first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.