TopTier Wealth Management’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

TopTier Wealth Management’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	$825K	Sell	12,755 -1,951	-13%	-$125K	0.5%	48
2026 Q1	$884K	Buy	14,706 +20	+0.1%	+$1.22K	0.54%	42
2025 Q4	$841K	Buy	+14,686	New	+$835K	0.57%	43

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

TopTier Wealth Management's DGS Position: Q2 2026 in Review

TopTier Wealth Management reduced its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 13% in Q2 2026, selling an estimated $125K and leaving 12,755 shares worth $825K. The position accounts for 0.5% of the portfolio, ranked #48.

TopTier Wealth Management first reported a position in DGS in Q4 2025 and has held it in 3 quarters since. The position peaked at $884K in Q1 2026. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

TopTier Wealth Management held 12,755 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $825K as of Q2 2026.
TopTier Wealth Management sold 1,951 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $125K.
WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.5% of TopTier Wealth Management's portfolio in Q2 2026, its #48 holding.
TopTier Wealth Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2025 and has held it in 3 quarters since.
TopTier Wealth Management's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $884K in Q1 2026.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.