Three Bearings Fiduciary Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Three Bearings Fiduciary 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
2026 Q2	$1.3M	Sell	20,151 -1,180	-6%	-$75.8K	1.17%	23
2026 Q1	$1.28M	Sell	21,331 -803	-4%	-$49.1K	1.24%	23
2025 Q4	$1.36M	Buy	+22,134	New	+$1.26M	1.27%	21

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 22.9% 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

Three Bearings Fiduciary Advisors's DGS Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors reduced its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 5.5% in Q2 2026, selling an estimated $75.8K and leaving 20,151 shares worth $1.3M. The position accounts for 1.17% of the portfolio, ranked #23.

Three Bearings Fiduciary Advisors first reported a position in DGS in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.36M in Q4 2025. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

Three Bearings Fiduciary Advisors held 20,151 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $1.3M as of Q2 2026.
Three Bearings Fiduciary Advisors sold 1,180 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $75.8K.
WisdomTree Emerging Markets SmallCap Dividend Fund made up 1.17% of Three Bearings Fiduciary Advisors's portfolio in Q2 2026, its #23 holding.
Three Bearings Fiduciary Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2025 and has held it in 3 quarters since.
Three Bearings Fiduciary Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $1.36M in Q4 2025.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.