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Unison Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Unison 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 		$29M Buy
448,588
+3,439
+0.8% +$221K 2.02% 10
2026
Q1 		$26.8M Buy
445,149
+685
+0.2% +$41.9K 2.03% 10
2025
Q4 		$25.4M Buy
444,464
+2,530
+0.6% +$144K 2.22% 10
2025
Q3 		$25.2M Sell
441,934
-91,987
-17% -$5.21M 2.3% 10
2025
Q2 		$29.5M Sell
533,921
-184,601
-26% -$9.45M 3.3% 10
2025
Q1 		$34.7M Sell
718,522
-88,935
-11% -$4.36M 4.42% 6
2024
Q4 		$39.5M Sell
807,457
-8,921
-1% -$456K 4.7% 6
2024
Q3 		$43.8M Sell
816,378
-6,819
-0.8% -$355K 5.27% 4
2024
Q2 		$42.3M Sell
823,197
-303,729
-27% -$15.6M 5.31% 5
2024
Q1 		$57.3M Buy
1,126,926
+18,684
+2% +$925K 5.66% 8
2023
Q4 		$55.3M Buy
1,108,242
+8,688
+0.8% +$406K 5.87% 7
2023
Q3 		$50.9M Sell
1,099,554
-29,191
-3% -$1.39M 5.98% 7
2023
Q2 		$52.5M Sell
1,128,745
-26,864
-2% -$1.25M 5.83% 8
2023
Q1 		$52.9M Buy
1,155,609
+255,498
+28% +$11.7M 5.88% 7
2022
Q4 		$39.6M Buy
900,111
+811,174
+912% +$34.3M 5.15% 7
2022
Q3 		$3.54M Sell
88,937
-1,661
-2% -$73.3K 0.66% 20
2022
Q2 		$4.04M Buy
90,598
+7,505
+9% +$372K 1.04% 11
2022
Q1 		$4.43M Buy
83,093
+35
+0% +$1.84K 1.07% 10
2021
Q4 		$4.39M Sell
83,058
-75
-0.1% -$3.95K 1.06% 12
2021
Q3 		$4.45M Buy
83,133
+3,429
+4% +$186K 1.11% 10
2021
Q2 		$4.34M Buy
79,704
+1,306
+2% +$69.7K 0.81% 13
2021
Q1 		$4.02M Sell
78,398
-6,905
-8% -$343K 0.77% 20
2020
Q4 		$4.07M Sell
85,303
-2,929
-3% -$131K 0.92% 9
2020
Q3 		$3.65M Buy
88,232
+1,834
+2% +$76.8K 1.05% 10
2020
Q2 		$3.37M Buy
86,398
+59,505
+221% +$2.21M 1.13% 8
2020
Q1 		$888K Buy
26,893
+1,083
+4% +$45.7K 0.96% 42
2019
Q4 		$1.23M Buy
25,810
+696
+3% +$31.9K 0.89% 49
2019
Q3 		$1.11M Buy
25,114
+2,914
+13% +$133K 0.86% 57
2019
Q2 		$1.04M Sell
22,200
-168
-0.8% -$7.82K 0.79% 61
2019
Q1 		$1.05M Sell
22,368
-99
-0.4% -$4.53K 0.78% 61
2018
Q4 		$941K Buy
22,467
+149
+0.7% +$6.33K 0.75% 61
2018
Q3 		$1.02M Sell
22,318
-167
-0.7% -$7.85K 0.71% 60
2018
Q2 		$1.07M Sell
22,485
-1,331
-6% -$69K 0.79% 52
2018
Q1 		$1.29M Sell
23,816
-1,710
-7% -$92.7K 0.96% 35
2017
Q4 		$1.33M Buy
+25,526
New +$1.27M 0.97% 38

Other funds holding DGS

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
BEAM
Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return
OCFG
O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
LFS
Leibman Financial Services Louisville, Nebraska $150M AUM 20.45% 1-Year Est. Return
EFS
Econ Financial Services Harrisburg, Pennsylvania $214M AUM 10.53% 1-Year Est. Return
MCRM
Midway Capital Research & Management Chicago, Illinois $126M AUM
AOWM
Alpha Omega Wealth Management Richmond, Virginia $657M AUM 22.33% 1-Year Est. Return

Unison Advisors's DGS Position: Q2 2026 in Review

Unison Advisors increased its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 0.77% in Q2 2026, buying an estimated $221K and bringing the position to 448,588 shares worth $29M. The position accounts for 2.02% of the portfolio, ranked #10.

Unison Advisors first reported a position in DGS in Q4 2017 and has held it in 35 quarters since. The position peaked at $57.3M in Q1 2024. 74 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

  • Unison Advisors held 448,588 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $29M as of Q2 2026.
  • Unison Advisors bought 3,439 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $221K.
  • WisdomTree Emerging Markets SmallCap Dividend Fund made up 2.02% of Unison Advisors's portfolio in Q2 2026, its #10 holding.
  • Unison Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2017 and has held it in 35 quarters since.
  • Unison Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $57.3M in Q1 2024.
  • 74 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Unison Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.