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

Sachetta’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	$3.82K	Hold	59	–	–	﹤0.01%	723
2026 Q1	$3.55K	Hold	59	–	–	﹤0.01%	762
2025 Q4	$3.38K	Hold	59	–	–	﹤0.01%	639
2025 Q3	$3.37K	Sell	59 -60	-50%	-$3.4K	﹤0.01%	700
2025 Q2	$6.57K	Hold	119	–	–	﹤0.01%	529
2025 Q1	$5.75K	Hold	119	–	–	﹤0.01%	530
2024 Q4	$5.82K	Sell	119 -14	-11%	-$715	﹤0.01%	563
2024 Q3	$7.14K	Hold	133	–	–	﹤0.01%	549
2024 Q2	$6.78K	Sell	133 -123	-48%	-$6.33K	﹤0.01%	526
2024 Q1	$12.8K	Hold	256	–	–	0.01%	369
2023 Q4	$12.8K	Buy	+256	New	+$12K	0.01%	369

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

Sachetta's DGS Position: Q2 2026 in Review

Sachetta held its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) position steady in Q2 2026 at 59 shares worth $3.82K. The position accounts for ﹤0.01% of the portfolio, ranked #723.

Sachetta first reported a position in DGS in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.8K in Q1 2024. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

Sachetta held 59 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $3.82K as of Q2 2026.
Sachetta 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 Sachetta's portfolio in Q2 2026, its #723 holding.
Sachetta first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2023 and has held it in 11 quarters since.
Sachetta's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $12.8K in Q1 2024.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.