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

SHP 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 		$6.92K Sell
107
-48
-31% -$3.08K ﹤0.01% 1078
2026
Q1 		$9.31K Buy
155
+48
+45% +$2.94K ﹤0.01% 917
2025
Q4 		$6.13K Buy
+107
New +$6.08K ﹤0.01% 941

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 22.9% 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

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

SHP Wealth Management reduced its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 31% in Q2 2026, selling an estimated $3.08K and leaving 107 shares worth $6.92K. The position accounts for ﹤0.01% of the portfolio, ranked #1078.

SHP Wealth Management first reported a position in DGS in Q4 2025 and has held it in 3 quarters since. The position peaked at $9.31K in Q1 2026. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

  • SHP Wealth Management held 107 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $6.92K as of Q2 2026.
  • SHP Wealth Management sold 48 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $3.08K.
  • WisdomTree Emerging Markets SmallCap Dividend Fund made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1078 holding.
  • SHP Wealth Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $9.31K in Q1 2026.
  • 253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.