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

SBI Securities’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 		$161K Buy
2,492
+24
+1% +$1.54K ﹤0.01% 738
2026
Q1 		$148K Sell
2,468
-217
-8% -$13.3K ﹤0.01% 723
2025
Q4 		$154K Sell
2,685
-59
-2% -$3.35K ﹤0.01% 705
2025
Q3 		$157K Buy
2,744
+105
+4% +$5.95K ﹤0.01% 703
2025
Q2 		$146K Buy
2,639
+213
+9% +$10.9K ﹤0.01% 680
2025
Q1 		$117K Sell
2,426
-953
-28% -$46.7K ﹤0.01% 693
2024
Q4 		$165K Buy
+3,379
New +$173K 0.01% 597

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 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

SBI Securities's DGS Position: Q2 2026 in Review

SBI Securities increased its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 0.97% in Q2 2026, buying an estimated $1.54K and bringing the position to 2,492 shares worth $161K. The position accounts for ﹤0.01% of the portfolio, ranked #738.

SBI Securities first reported a position in DGS in Q4 2024 and has held it in 7 quarters since. The position peaked at $165K in Q4 2024. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

  • SBI Securities held 2,492 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $161K as of Q2 2026.
  • SBI Securities bought 24 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $1.54K.
  • WisdomTree Emerging Markets SmallCap Dividend Fund made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #738 holding.
  • SBI Securities first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $165K in Q4 2024.
  • 253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.