SageView Advisory Group’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

SageView Advisory 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	$300K	Buy	4,634 +11	+0.2%	+$706	0.01%	493
2026 Q1	$278K	Sell	4,623 -66	-1%	-$4.04K	0.01%	487
2025 Q4	$268K	Sell	4,689 -657	-12%	-$37.4K	0.01%	515
2025 Q3	$305K	Buy	5,346 +19	+0.4%	+$1.08K	0.01%	511
2025 Q2	$296K	Sell	5,327 -26	-0.5%	-$1.33K	0.01%	493
2025 Q1	$259K	Buy	5,353 +9	+0.2%	+$441	0.01%	510
2024 Q4	$261K	Buy	+5,344	New	+$273K	0.01%	496

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

SageView Advisory Group's DGS Position: Q2 2026 in Review

SageView Advisory Group increased its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 0.24% in Q2 2026, buying an estimated $706 and bringing the position to 4,634 shares worth $300K. The position accounts for 0.01% of the portfolio, ranked #493.

SageView Advisory Group first reported a position in DGS in Q4 2024 and has held it in 7 quarters since. The position peaked at $305K in Q3 2025. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

SageView Advisory Group held 4,634 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $300K as of Q2 2026.
SageView Advisory Group bought 11 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $706.
WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #493 holding.
SageView Advisory Group first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
SageView Advisory Group's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $305K in Q3 2025.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.