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Summit Trail Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Summit Trail Advisors’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
2025
Q2 		– Sell
-6,205
Closed -$300K – 1125
2025
Q1 		$300K Buy
6,205
+1,067
+21% +$52.3K 0.01% 328
2024
Q4 		$251K Hold
5,138
– – 0.01% 326
2024
Q3 		$276K Buy
+5,138
New +$268K 0.01% 572

Other funds holding DGS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Summit Trail Advisors's DGS Position: Q2 2025 in Review

Summit Trail Advisors sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2025, closing a stake of 6,205 shares — an estimated $300K sold.

Summit Trail Advisors first reported a position in DGS in Q3 2024 and held it in 3 quarters. The position peaked at $300K in Q1 2025. 230 funds tracked by Wall St. Rank hold DGS as of Q2 2025.

  • Summit Trail Advisors reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q2 2025 after selling out during the quarter.
  • Summit Trail Advisors sold 6,205 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2025, an estimated $300K.
  • Summit Trail Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2024 and held it in 3 quarters.
  • Summit Trail Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $300K in Q1 2025.
  • 230 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2025.

Based on Summit Trail Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.