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Shore Point Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Shore Point Advisors’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 		$5.56M Buy
109,806
+5,642
+5% +$362K 1.9% 16
2026
Q1 		$4.93M Buy
104,164
+3,718
+4% +$227K 1.95% 16
2025
Q4 		$4.62M Buy
100,446
+21,647
+27% +$1.23M 1.95% 14
2025
Q3 		$4.5M Buy
78,799
+1,282
+2% +$72.6K 1.99% 13
2025
Q2 		$4.28M Buy
77,517
+1,465
+2% +$75K 2.06% 13
2025
Q1 		$3.67M Sell
76,052
-667
-0.9% -$32.7K 1.94% 13
2024
Q4 		$3.75M Sell
76,719
-42,290
-36% -$2.16M 2.02% 12
2024
Q3 		$6.39M Buy
119,009
+1,393
+1% +$72.5K 3.42% 8
2024
Q2 		$6.05M Buy
117,616
+3,263
+3% +$168K 3.44% 8
2024
Q1 		$5.82M Buy
114,353
+2,888
+3% +$143K 3.32% 9
2023
Q4 		$5.56M Buy
111,465
+4,966
+5% +$232K 3.45% 10
2023
Q3 		$4.93M Buy
106,499
+5,301
+5% +$253K 3.57% 11
2023
Q2 		$4.71M Buy
101,198
+5,378
+6% +$250K 3.36% 11
2023
Q1 		$4.39M Buy
95,820
+3,176
+3% +$146K 3.33% 11
2022
Q4 		$4.08M Sell
92,644
-4,603
-5% -$195K 3.35% 11
2022
Q3 		$3.87M Buy
97,247
+4,204
+5% +$186K 3.78% 12
2022
Q2 		$4.15M Buy
93,043
+5,393
+6% +$268K 3.88% 12
2022
Q1 		$4.67M Buy
87,650
+3,906
+5% +$205K 4.05% 10
2021
Q4 		$4.43M Buy
+83,744
New +$4.41M 3.69% 10

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 $103B AUM 28.65% 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

Shore Point Advisors's DGS Position: Q2 2026 in Review

Shore Point Advisors increased its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 5.4% in Q2 2026, buying an estimated $362K and bringing the position to 109,806 shares worth $5.56M. The position accounts for 1.9% of the portfolio, ranked #16.

Shore Point Advisors first reported a position in DGS in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.39M in Q3 2024. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

  • Shore Point Advisors held 109,806 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $5.56M as of Q2 2026.
  • Shore Point Advisors bought 5,642 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $362K.
  • WisdomTree Emerging Markets SmallCap Dividend Fund made up 1.9% of Shore Point Advisors's portfolio in Q2 2026, its #16 holding.
  • Shore Point Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2021 and has held it in 19 quarters since.
  • Shore Point Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $6.39M in Q3 2024.
  • 253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Shore Point Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.