Seed Wealth Management’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Seed Wealth Management’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	$311K	Hold	4,800	–	–	0.2%	73
2026 Q1	$288K	Sell	4,800 -500	-9%	-$30.6K	0.2%	76
2025 Q4	$303K	Hold	5,300	–	–	0.21%	74
2025 Q3	$303K	Hold	5,300	–	–	0.21%	83
2025 Q2	$293K	Sell	5,300 -150	-3%	-$7.68K	0.22%	108
2025 Q1	$263K	Hold	5,450	–	–	0.21%	119
2024 Q4	$267K	Hold	5,450	–	–	0.22%	114
2024 Q3	$293K	Sell	5,450 -150	-3%	-$7.81K	0.23%	112
2024 Q2	$288K	Hold	5,600	–	–	0.25%	102
2024 Q1	$285K	Hold	5,600	–	–	0.27%	98
2023 Q4	$276K	Hold	5,600	–	–	0.28%	93
2023 Q3	$259K	Hold	5,600	–	–	0.29%	95
2023 Q2	$261K	Hold	5,600	–	–	0.28%	95
2023 Q1	$256K	Hold	5,600	–	–	0.29%	90
2022 Q4	$246K	Buy	+5,600	New	+$237K	0.28%	89

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

Seed Wealth Management's DGS Position: Q2 2026 in Review

Seed Wealth Management held its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) position steady in Q2 2026 at 4,800 shares worth $311K. The position accounts for 0.2% of the portfolio, ranked #73.

Seed Wealth Management first reported a position in DGS in Q4 2022 and has held it in 15 quarters since. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

Seed Wealth Management held 4,800 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $311K as of Q2 2026.
Seed Wealth Management left its WisdomTree Emerging Markets SmallCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.2% of Seed Wealth Management's portfolio in Q2 2026, its #73 holding.
Seed Wealth Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2022 and has held it in 15 quarters since.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Seed Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.