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Spectrum Wealth Advisory Group’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Spectrum Wealth Advisory Group’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 		$5.32M Sell
88,536
-8,420
-9% -$515K 1.98% 13
2025
Q4 		$5.55M Sell
96,956
-257,796
-73% -$14.7M 2.04% 15
2025
Q3 		$20.3M Buy
354,752
+271,528
+326% +$15.4M 8.36% 3
2025
Q2 		$4.6M Sell
83,224
-104,189
-56% -$5.33M 2.14% 12
2025
Q1 		$9.05M Buy
187,413
+40,032
+27% +$1.96M 4.34% 9
2024
Q4 		$7.21M Buy
147,381
+28,538
+24% +$1.46M 3.4% 9
2024
Q3 		$6.38M Buy
+118,843
New +$6.19M 3.58% 10

Other funds holding DGS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Spectrum Wealth Advisory Group's DGS Position: Q1 2026 in Review

Spectrum Wealth Advisory Group reduced its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 8.7% in Q1 2026, selling an estimated $515K and leaving 88,536 shares worth $5.32M. The position accounts for 1.98% of the portfolio, ranked #13.

Spectrum Wealth Advisory Group first reported a position in DGS in Q3 2024 and has held it in 7 quarters since. The position peaked at $20.3M in Q3 2025. 255 funds tracked by Wall St. Rank hold DGS as of Q1 2026.

  • Spectrum Wealth Advisory Group held 88,536 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $5.32M as of Q1 2026.
  • Spectrum Wealth Advisory Group sold 8,420 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2026, an estimated $515K.
  • WisdomTree Emerging Markets SmallCap Dividend Fund made up 1.98% of Spectrum Wealth Advisory Group's portfolio in Q1 2026, its #13 holding.
  • Spectrum Wealth Advisory Group first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2024 and has held it in 7 quarters since.
  • Spectrum Wealth Advisory Group's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $20.3M in Q3 2025.
  • 255 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q1 2026, filed 6 May 2026.