Triasima Portfolio Management’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Triasima Portfolio 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	$386K	Hold	5,970	–	–	0.05%	118
2026 Q1	$359K	Buy	5,970 +2,000	+50%	+$122K	0.05%	127
2025 Q4	$227K	Hold	3,970	–	–	0.03%	139
2025 Q3	$227K	Buy	+3,970	New	+$225K	0.03%	143
2024 Q3	–	Sell	-4,305	Closed	-$221K	–	103
2024 Q2	$221K	Buy	+4,305	New	+$222K	0.02%	133
2023 Q3	–	Sell	-3,580	Closed	-$221K	–	135
2023 Q2	$221K	Buy	+3,580	New	+$166K	0.01%	137

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

Triasima Portfolio Management's DGS Position: Q2 2026 in Review

Triasima Portfolio Management held its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) position steady in Q2 2026 at 5,970 shares worth $386K. The position accounts for 0.05% of the portfolio, ranked #118.

Triasima Portfolio Management first reported a position in DGS in Q2 2023 and has held it in 6 quarters since. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

Triasima Portfolio Management held 5,970 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $386K as of Q2 2026.
Triasima Portfolio Management left its WisdomTree Emerging Markets SmallCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.05% of Triasima Portfolio Management's portfolio in Q2 2026, its #118 holding.
Triasima Portfolio Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q2 2023 and has held it in 6 quarters since.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Triasima Portfolio Management's 13F filing for Q2 2026, filed 21 Jul 2026.