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Sterling Financial Planning’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Sterling Financial Planning’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 		$2.54M Sell
39,294
-322
-0.8% -$20.7K 0.69% 36
2026
Q1 		$2.38M Sell
39,616
-269
-0.7% -$16.4K 0.71% 37
2025
Q4 		$2.28M Buy
39,885
+10
+0% +$569 0.69% 38
2025
Q3 		$2.28M Sell
39,875
-220
-0.5% -$12.5K 0.72% 38
2025
Q2 		$2.21M Buy
40,095
+141
+0.4% +$7.22K 0.74% 36
2025
Q1 		$1.93M Sell
39,954
-303
-0.8% -$14.9K 0.7% 39
2024
Q4 		$1.97M Buy
40,257
+395
+1% +$20.2K 0.72% 39
2024
Q3 		$2.14M Buy
39,862
+739
+2% +$38.5K 0.79% 34
2024
Q2 		$2.01M Buy
39,123
+1,038
+3% +$53.4K 0.82% 34
2024
Q1 		$1.94M Buy
38,085
+1,066
+3% +$52.8K 0.78% 36
2023
Q4 		$1.85M Buy
37,019
+390
+1% +$18.2K 0.8% 37
2023
Q3 		$1.69M Buy
36,629
+469
+1% +$22.4K 0.87% 35
2023
Q2 		$1.68M Buy
36,160
+2,055
+6% +$95.4K 0.83% 36
2023
Q1 		$1.56M Sell
34,105
-687
-2% -$31.5K 0.85% 35
2022
Q4 		$1.53M Sell
34,792
-83
-0.2% -$3.52K 0.91% 32
2022
Q3 		$1.39M Buy
34,875
+877
+3% +$38.7K 0.97% 28
2022
Q2 		$1.52M Buy
33,998
+2,769
+9% +$137K 1.07% 26
2022
Q1 		$1.67M Buy
31,229
+772
+3% +$40.6K 1.05% 25
2021
Q4 		$1.61M Buy
30,457
+1,378
+5% +$72.5K 1.01% 25
2021
Q3 		$1.55M Buy
29,079
+7,240
+33% +$393K 0.99% 24
2021
Q2 		$1.19M Buy
21,839
+9,195
+73% +$490K 0.77% 27
2021
Q1 		$648K Buy
12,644
+9,978
+374% +$495K 0.46% 39
2020
Q4 		$127K Buy
+2,666
New +$119K 0.1% 94

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 22.96% 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

Sterling Financial Planning's DGS Position: Q2 2026 in Review

Sterling Financial Planning reduced its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 0.81% in Q2 2026, selling an estimated $20.7K and leaving 39,294 shares worth $2.54M. The position accounts for 0.69% of the portfolio, ranked #36.

Sterling Financial Planning first reported a position in DGS in Q4 2020 and has held it in 23 quarters since. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

  • Sterling Financial Planning held 39,294 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $2.54M as of Q2 2026.
  • Sterling Financial Planning sold 322 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $20.7K.
  • WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.69% of Sterling Financial Planning's portfolio in Q2 2026, its #36 holding.
  • Sterling Financial Planning first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2020 and has held it in 23 quarters since.
  • 253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.