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 Q2	$5.54M	Sell	85,575 -2,961	-3%	-$190K	1.58%	15
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 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 22.96% 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

Spectrum Wealth Advisory Group's DGS Position: Q2 2026 in Review

Spectrum Wealth Advisory Group reduced its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 3.3% in Q2 2026, selling an estimated $190K and leaving 85,575 shares worth $5.54M. The position accounts for 1.58% of the portfolio, ranked #15.

Spectrum Wealth Advisory Group first reported a position in DGS in Q3 2024 and has held it in 8 quarters since. The position peaked at $20.3M in Q3 2025. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

Spectrum Wealth Advisory Group held 85,575 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $5.54M as of Q2 2026.
Spectrum Wealth Advisory Group sold 2,961 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $190K.
WisdomTree Emerging Markets SmallCap Dividend Fund made up 1.58% of Spectrum Wealth Advisory Group's portfolio in Q2 2026, its #15 holding.
Spectrum Wealth Advisory Group first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2024 and has held it in 8 quarters since.
Spectrum Wealth Advisory Group's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $20.3M in Q3 2025.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.