SGK
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Steigerwald Gordon & Koch’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Steigerwald Gordon & Koch’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 		$6.01K Buy
93
+1
+1% +$64 ﹤0.01% 589
2026
Q1 		$5.51K Buy
92
+1
+1% +$61 ﹤0.01% 611
2025
Q4 		$5.23K Buy
91
+1
+1% +$57 ﹤0.01% 677
2025
Q3 		$5.16K Buy
+90
New +$5.1K ﹤0.01% 622

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 22.9% 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

Steigerwald Gordon & Koch's DGS Position: Q2 2026 in Review

Steigerwald Gordon & Koch increased its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 1.1% in Q2 2026, buying an estimated $64 and bringing the position to 93 shares worth $6.01K. The position accounts for ﹤0.01% of the portfolio, ranked #589.

Steigerwald Gordon & Koch first reported a position in DGS in Q3 2025 and has held it in 4 quarters since. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

  • Steigerwald Gordon & Koch held 93 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $6.01K as of Q2 2026.
  • Steigerwald Gordon & Koch bought 1 WisdomTree Emerging Markets SmallCap Dividend Fund share in Q2 2026, an estimated $64.
  • WisdomTree Emerging Markets SmallCap Dividend Fund made up ﹤0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #589 holding.
  • Steigerwald Gordon & Koch first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2025 and has held it in 4 quarters since.
  • 253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.