Sound Income Strategies’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Sound Income Strategies’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 Q1	$33.8K	Buy	561 +78	+16%	+$4.77K	﹤0.01%	970
2025 Q4	$28.6K	Buy	483 +5	+1%	+$284	﹤0.01%	1002
2025 Q3	$27.2K	Buy	478 +7	+1%	+$397	﹤0.01%	735
2025 Q2	$26K	Buy	471 +4	+0.9%	+$205	﹤0.01%	690
2025 Q1	$22.5K	Buy	467 +1	+0.2%	+$49	﹤0.01%	694
2024 Q4	$22.8K	Buy	466 +3	+0.6%	+$153	﹤0.01%	655
2024 Q3	$24.9K	Buy	463 +5	+1%	+$260	﹤0.01%	595
2024 Q2	$23.6K	Buy	+458	New	+$23.6K	﹤0.01%	595
2022 Q4	–	Sell	-17	Closed	-$1K	–	990
2022 Q3	$1K	Hold	17	–	–	﹤0.01%	774
2022 Q2	$1K	Buy	+17	New	+$843	﹤0.01%	791
2019 Q2	–	Sell	-382	Closed	-$18K	–	682
2019 Q1	$18K	Hold	382	–	–	0.01%	238
2018 Q4	$16K	Hold	382	–	–	0.01%	262
2018 Q3	$17K	Sell	382 -101	-21%	-$4.75K	0.01%	263
2018 Q2	$23K	Hold	483	–	–	0.01%	198
2018 Q1	$26K	Buy	483 +382	+378%	+$20.7K	0.02%	172
2017 Q4	$5K	Buy	+101	New	+$5.01K	﹤0.01%	316

Other funds holding DGS

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Sound Income Strategies's DGS Position: Q1 2026 in Review

Sound Income Strategies increased its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 16% in Q1 2026, buying an estimated $4.77K and bringing the position to 561 shares worth $33.8K. The position accounts for ﹤0.01% of the portfolio, ranked #970.

Sound Income Strategies first reported a position in DGS in Q4 2017 and has held it in 16 quarters since. 255 funds tracked by Wall St. Rank hold DGS as of Q1 2026.

Sound Income Strategies held 561 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $33.8K as of Q1 2026.
Sound Income Strategies bought 78 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2026, an estimated $4.77K.
WisdomTree Emerging Markets SmallCap Dividend Fund made up ﹤0.01% of Sound Income Strategies's portfolio in Q1 2026, its #970 holding.
Sound Income Strategies first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2017 and has held it in 16 quarters since.
255 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2026.

Based on Sound Income Strategies's 13F filing for Q1 2026, filed 27 Apr 2026.