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 Q3	$155K	Sell	2,455 -37	-1%	-$2.35K	﹤0.01%	751
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return

Neumann Capital Management Foster City, California $391M AUM 14.43% 1-Year Est. Return

Blueline Advisors Exeter, New Hampshire $142M AUM 7.87% 1-Year Est. Return

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Leibman Financial Services Louisville, Nebraska $145M AUM 10.64% 1-Year Est. Return

Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return

BKM Wealth Management Brookfield, Wisconsin $309M AUM 17.57% 1-Year Est. Return

SBI Securities's DGS Position: Q3 2026 in Review

SBI Securities reduced its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 1.5% in Q3 2026, selling an estimated $2.35K and leaving 2,455 shares worth $155K. The position accounts for ﹤0.01% of the portfolio, ranked #751.

SBI Securities first reported a position in DGS in Q4 2024 and has held it in 8 quarters since. The position peaked at $165K in Q4 2024. 62 funds tracked by Wall St. Rank hold DGS as of Q3 2026.

SBI Securities held 2,455 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $155K as of Q3 2026.
SBI Securities sold 37 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q3 2026, an estimated $2.35K.
WisdomTree Emerging Markets SmallCap Dividend Fund made up ﹤0.01% of SBI Securities's portfolio in Q3 2026, its #751 holding.
SBI Securities first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2024 and has held it in 8 quarters since.
SBI Securities's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $165K in Q4 2024.
62 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.