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

Sound Stewardship’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 		$2.4M Buy
37,097
+2,408
+7% +$155K 0.99% 22
2026
Q1 		$2.08M Sell
34,689
-1,207
-3% -$73.8K 0.96% 23
2025
Q4 		$2.05M Buy
35,896
+154
+0.4% +$8.76K 0.98% 23
2025
Q3 		$2.04M Buy
35,742
+1,419
+4% +$80.4K 0.98% 23
2025
Q2 		$1.9M Buy
34,323
+2,566
+8% +$131K 0.98% 24
2025
Q1 		$1.53M Buy
31,757
+735
+2% +$36.1K 0.87% 25
2024
Q4 		$1.52M Buy
31,022
+255
+0.8% +$13K 0.9% 23
2024
Q3 		$1.65M Sell
30,767
-1,388
-4% -$72.3K 0.93% 24
2024
Q2 		$1.65M Sell
32,155
-24,963
-44% -$1.29M 1.01% 23
2024
Q1 		$2.91M Sell
57,118
-4,925
-8% -$244K 1.76% 18
2023
Q4 		$3.1M Buy
62,043
+1,282
+2% +$60K 2.05% 19
2023
Q3 		$2.81M Sell
60,761
-100
-0.2% -$4.78K 1.89% 23
2023
Q2 		$2.83M Sell
60,861
-670
-1% -$31.1K 1.86% 23
2023
Q1 		$2.82M Buy
61,531
+4,083
+7% +$187K 1.9% 23
2022
Q4 		$2.53M Buy
+57,448
New +$2.43M 1.87% 22

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 22.96% 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

Sound Stewardship's DGS Position: Q2 2026 in Review

Sound Stewardship increased its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 6.9% in Q2 2026, buying an estimated $155K and bringing the position to 37,097 shares worth $2.4M. The position accounts for 0.99% of the portfolio, ranked #22.

Sound Stewardship first reported a position in DGS in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.1M in Q4 2023. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

  • Sound Stewardship held 37,097 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $2.4M as of Q2 2026.
  • Sound Stewardship bought 2,408 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $155K.
  • WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.99% of Sound Stewardship's portfolio in Q2 2026, its #22 holding.
  • Sound Stewardship first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2022 and has held it in 15 quarters since.
  • Sound Stewardship's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $3.1M in Q4 2023.
  • 253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Sound Stewardship's 13F filing for Q2 2026, filed 13 Jul 2026.