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

Stratos 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 		$3.74M Buy
57,744
+1,735
+3% +$111K 0.04% 414
2026
Q1 		$3.37M Sell
56,009
-33
-0.1% -$2.02K 0.04% 419
2025
Q4 		$3.21M Buy
56,042
+4,601
+9% +$262K 0.04% 424
2025
Q3 		$2.94M Buy
51,441
+3,900
+8% +$221K 0.03% 435
2025
Q2 		$2.63M Buy
47,541
+5,657
+14% +$290K 0.04% 425
2025
Q1 		$2.02M Buy
41,884
+2,121
+5% +$104K 0.03% 448
2024
Q4 		$1.95M Buy
39,763
+2,681
+7% +$137K 0.03% 487
2024
Q3 		$1.99M Buy
37,082
+4,673
+14% +$243K 0.03% 466
2024
Q2 		$1.67M Buy
32,409
+1,974
+6% +$102K 0.03% 488
2024
Q1 		$1.55M Buy
30,435
+424
+1% +$21K 0.03% 508
2023
Q4 		$1.5M Buy
30,011
+3,856
+15% +$180K 0.03% 488
2023
Q3 		$1.21M Buy
26,155
+2,626
+11% +$125K 0.03% 500
2023
Q2 		$1.09M Buy
23,529
+2,235
+10% +$104K 0.02% 507
2023
Q1 		$975K Buy
21,294
+3,803
+22% +$174K 0.03% 490
2022
Q4 		$769K Buy
17,491
+9,812
+128% +$415K 0.02% 578
2022
Q3 		$306K Buy
7,679
+436
+6% +$19.3K 0.01% 859
2022
Q2 		$323K Buy
7,243
+883
+14% +$43.8K 0.01% 894
2022
Q1 		$339K Buy
6,360
+227
+4% +$11.9K 0.01% 944
2021
Q4 		$325K Buy
+6,133
New +$323K 0.01% 975
2018
Q4 		– Sell
-330
Closed -$15K – 1190
2018
Q3 		$15K Buy
+330
New +$15.5K ﹤0.01% 1999
2018
Q2 		– Sell
-326
Closed -$18K – 1332
2018
Q1 		$18K Hold
326
– – ﹤0.01% 2047
2017
Q4 		$17K Buy
+326
New +$16.2K ﹤0.01% 1963

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

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

Stratos Wealth Partners increased its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 3.1% in Q2 2026, buying an estimated $111K and bringing the position to 57,744 shares worth $3.74M. The position accounts for 0.04% of the portfolio, ranked #414.

Stratos Wealth Partners first reported a position in DGS in Q4 2017 and has held it in 22 quarters since. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

  • Stratos Wealth Partners held 57,744 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $3.74M as of Q2 2026.
  • Stratos Wealth Partners bought 1,735 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $111K.
  • WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.04% of Stratos Wealth Partners's portfolio in Q2 2026, its #414 holding.
  • Stratos Wealth Partners first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2017 and has held it in 22 quarters since.
  • 253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.