Strategic Wealth Partners’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Strategic Wealth Partners’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	$6.99K	Hold	108	–	–	﹤0.01%	993
2026 Q1	$6.49K	Hold	108	–	–	﹤0.01%	984
2025 Q4	$6.18K	Hold	108	–	–	﹤0.01%	1014
2025 Q3	$6.17K	Hold	108	–	–	﹤0.01%	1004
2025 Q2	$5.97K	Buy	+108	New	+$5.53K	﹤0.01%	874
2020 Q2	–	Sell	-24,615	Closed	-$1.18M	–	138
2020 Q1	$1.18M	Hold	24,615	–	–	0.61%	49
2019 Q4	$1.18M	Sell	24,615 -2,020	-8%	-$92.6K	0.61%	49
2019 Q3	$161K	Buy	26,635 +9,263	+53%	+$424K	0.83%	38
2019 Q2	$816K	Buy	17,372 +5,285	+44%	+$246K	0.39%	74
2019 Q1	$576K	Buy	12,087 +6,980	+137%	+$319K	0.26%	94
2018 Q4	$230K	Sell	5,107 -109	-2%	-$4.63K	0.12%	121
2018 Q3	$238K	Sell	5,216 -2,814	-35%	-$132K	0.13%	121
2018 Q2	$383K	Sell	8,030 -8,077	-50%	-$419K	0.22%	105
2018 Q1	$870K	Buy	16,107 +15,097	+1,495%	+$818K	0.45%	79
2017 Q4	$50K	Buy	+1,010	New	+$50.1K	0.03%	225

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 $103B AUM 28.65% 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

Strategic Wealth Partners's DGS Position: Q2 2026 in Review

Strategic Wealth Partners held its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) position steady in Q2 2026 at 108 shares worth $6.99K. The position accounts for ﹤0.01% of the portfolio, ranked #993.

Strategic Wealth Partners first reported a position in DGS in Q4 2017 and has held it in 15 quarters since. The position peaked at $1.18M in Q1 2020. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

Strategic Wealth Partners held 108 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $6.99K as of Q2 2026.
Strategic Wealth Partners left its WisdomTree Emerging Markets SmallCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree Emerging Markets SmallCap Dividend Fund made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #993 holding.
Strategic Wealth Partners first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2017 and has held it in 15 quarters since.
Strategic Wealth Partners's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $1.18M in Q1 2020.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.