Spire Wealth Management’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Spire Wealth Management’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	$67.9K	Sell	1,050 -1,055	-50%	-$67.7K	﹤0.01%	1085
2026 Q1	$127K	Buy	2,105 +3	+0.1%	+$183	﹤0.01%	918
2025 Q4	$120K	Buy	2,102 +240	+13%	+$13.6K	﹤0.01%	936
2025 Q3	$106K	Sell	1,862 -1,010	-35%	-$57.2K	﹤0.01%	967
2025 Q2	$159K	Buy	2,872 +9	+0.3%	+$461	0.01%	825
2025 Q1	$138K	Sell	2,863 -118	-4%	-$5.79K	﹤0.01%	928
2024 Q4	$146K	Buy	2,981 +6	+0.2%	+$307	﹤0.01%	917
2024 Q3	$160K	Sell	2,975 -335	-10%	-$17.4K	0.01%	787
2024 Q2	$170K	Buy	3,310 +159	+5%	+$8.19K	0.01%	752
2024 Q1	$160K	Buy	3,151 +1	+0%	+$49	﹤0.01%	835
2023 Q4	$151K	Buy	3,150 +9	+0.3%	+$421	0.01%	851
2023 Q3	$145K	Buy	3,141 +17	+0.5%	+$812	0.01%	815
2023 Q2	$145K	Buy	3,124 +18	+0.6%	+$836	0.01%	834
2023 Q1	$142K	Buy	3,106 +799	+35%	+$36.6K	0.01%	845
2022 Q4	$101K	Buy	2,307 +6	+0.3%	+$254	0.01%	737
2022 Q3	$92K	Sell	2,301 -777	-25%	-$34.3K	0.01%	735
2022 Q2	$137K	Sell	3,078 -1,066	-26%	-$52.9K	0.01%	904
2022 Q1	$221K	Buy	4,144 +294	+8%	+$15.4K	0.01%	848
2021 Q4	$204K	Buy	3,850 +10	+0.3%	+$526	﹤0.01%	1078
2021 Q3	$205K	Sell	3,840 -192	-5%	-$10.4K	0.01%	907
2021 Q2	$220K	Buy	4,032 +14	+0.3%	+$747	0.01%	907
2021 Q1	$206K	Buy	+4,018	New	+$199K	0.01%	1047

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

Spire Wealth Management's DGS Position: Q2 2026 in Review

Spire Wealth Management reduced its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 50% in Q2 2026, selling an estimated $67.7K and leaving 1,050 shares worth $67.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1085.

Spire Wealth Management first reported a position in DGS in Q1 2021 and has held it in 22 quarters since. The position peaked at $221K in Q1 2022. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

Spire Wealth Management held 1,050 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $67.9K as of Q2 2026.
Spire Wealth Management sold 1,055 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $67.7K.
WisdomTree Emerging Markets SmallCap Dividend Fund made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1085 holding.
Spire Wealth Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $221K in Q1 2022.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.