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

Stonebridge 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	$7.63M	Buy	117,940 +755	+0.6%	+$48.5K	6.83%	5
2026 Q1	$7.04M	Sell	117,185 -1,094	-0.9%	-$66.9K	6.75%	5
2025 Q4	$6.77M	Sell	118,279 -1,322	-1%	-$75.2K	6.4%	5
2025 Q3	$6.83M	Sell	119,601 -2,196	-2%	-$124K	5.86%	7
2025 Q2	$6.73M	Buy	+121,797	New	+$6.24M	6.35%	6

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

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

Stonebridge Wealth Management increased its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 0.64% in Q2 2026, buying an estimated $48.5K and bringing the position to 117,940 shares worth $7.63M. The position accounts for 6.83% of the portfolio, ranked #5.

Stonebridge Wealth Management first reported a position in DGS in Q2 2025 and has held it in 5 quarters since. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

Stonebridge Wealth Management held 117,940 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $7.63M as of Q2 2026.
Stonebridge Wealth Management bought 755 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $48.5K.
WisdomTree Emerging Markets SmallCap Dividend Fund made up 6.83% of Stonebridge Wealth Management's portfolio in Q2 2026, its #5 holding.
Stonebridge Wealth Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q2 2025 and has held it in 5 quarters since.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Stonebridge Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.