Team Financial Group’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Team Financial Group’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	–	Sell	-89	Closed	-$5.35K	–	103
2026 Q1	$5.35K	Hold	89	–	–	﹤0.01%	220
2025 Q4	$5.09K	Hold	89	–	–	﹤0.01%	215
2025 Q3	$5.08K	Hold	89	–	–	﹤0.01%	210
2025 Q2	$4.92K	Buy	+89	New	+$4.56K	﹤0.01%	202
2024 Q1	–	Sell	-1,318	Closed	-$65.8K	–	69
2023 Q4	$65.8K	Sell	1,318 -25	-2%	-$1.17K	0.05%	58
2023 Q3	$62.1K	Buy	+1,343	New	+$64.2K	0.05%	57

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

Team Financial Group's DGS Position: Q2 2026 in Review

Team Financial Group sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2026, closing a stake of 89 shares — an estimated $5.35K sold.

Team Financial Group first reported a position in DGS in Q3 2023 and held it in 6 quarters. The position peaked at $65.8K in Q4 2023. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

Team Financial Group reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q2 2026 after selling out during the quarter.
Team Financial Group sold 89 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $5.35K.
Team Financial Group first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2023 and held it in 6 quarters.
Team Financial Group's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $65.8K in Q4 2023.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.