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Thoroughbred Financial Services’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Thoroughbred Financial Services’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 		$282K Sell
4,358
-1,931
-31% -$124K 0.01% 541
2026
Q1 		$378K Buy
6,289
+157
+3% +$9.6K 0.02% 444
2025
Q4 		$351K Sell
6,132
-114
-2% -$6.48K 0.02% 448
2025
Q3 		$356K Buy
6,246
+16
+0.3% +$907 0.02% 444
2025
Q2 		$344K Sell
6,230
-2,167
-26% -$111K 0.02% 437
2025
Q1 		$405K Sell
8,397
-1,490
-15% -$73.1K 0.03% 468
2024
Q4 		$483K Buy
9,887
+8
+0.1% +$409 0.03% 412
2024
Q3 		$530K Buy
9,879
+1,438
+17% +$74.9K 0.03% 380
2024
Q2 		$434K Buy
8,441
+2,923
+53% +$151K 0.03% 407
2024
Q1 		$280K Sell
5,518
-3,223
-37% -$159K 0.03% 382
2023
Q4 		$436K Buy
8,741
+11
+0.1% +$515 0.04% 391
2023
Q3 		$403K Buy
8,730
+2,878
+49% +$138K 0.04% 364
2023
Q2 		$272K Buy
+5,852
New +$272K 0.04% 345

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

Thoroughbred Financial Services's DGS Position: Q2 2026 in Review

Thoroughbred Financial Services reduced its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 31% in Q2 2026, selling an estimated $124K and leaving 4,358 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #541.

Thoroughbred Financial Services first reported a position in DGS in Q2 2023 and has held it in 13 quarters since. The position peaked at $530K in Q3 2024. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

  • Thoroughbred Financial Services held 4,358 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $282K as of Q2 2026.
  • Thoroughbred Financial Services sold 1,931 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $124K.
  • WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.01% of Thoroughbred Financial Services's portfolio in Q2 2026, its #541 holding.
  • Thoroughbred Financial Services first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q2 2023 and has held it in 13 quarters since.
  • Thoroughbred Financial Services's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $530K in Q3 2024.
  • 253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.