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 Q2	–	Sell	-561	Closed	-$33.8K	–	942
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 $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 22.9% 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

Sound Income Strategies's DGS Position: Q2 2026 in Review

Sound Income Strategies sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2026, closing a stake of 561 shares — an estimated $33.8K sold.

Sound Income Strategies first reported a position in DGS in Q4 2017 and held it in 16 quarters. The position peaked at $33.8K in Q1 2026. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

Sound Income Strategies reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 561 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $33.8K.
Sound Income Strategies first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2017 and held it in 16 quarters.
Sound Income Strategies's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $33.8K in Q1 2026.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.