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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
Q3 		$2.3M Sell
36,428
-669
-2% -$42.4K 0.94% 22
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

SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
LFS
Leibman Financial Services Louisville, Nebraska $145M AUM 10.64% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania $402M AUM 10.07% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
LWM
Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Sound Stewardship's DGS Position: Q3 2026 in Review

Sound Stewardship reduced its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 1.8% in Q3 2026, selling an estimated $42.4K and leaving 36,428 shares worth $2.3M. The position accounts for 0.94% of the portfolio, ranked #22.

Sound Stewardship first reported a position in DGS in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.1M in Q4 2023. 24 funds tracked by Wall St. Rank hold DGS as of Q3 2026.

  • Sound Stewardship held 36,428 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $2.3M as of Q3 2026.
  • Sound Stewardship sold 669 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q3 2026, an estimated $42.4K.
  • WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.94% of Sound Stewardship's portfolio in Q3 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 16 quarters since.
  • Sound Stewardship's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $3.1M in Q4 2023.
  • 24 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2026.

Based on Sound Stewardship's 13F filing for Q3 2026, filed 14 Oct 2026.