United Advisor Group’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

United Advisor Group’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	$3.54M	Buy	54,683 +490	+0.9%	+$31.5K	0.37%	65
2026 Q1	$3.26M	Sell	54,193 -406	-0.7%	-$24.8K	0.4%	61
2025 Q4	$3.13M	Sell	54,599 -4,366	-7%	-$248K	0.39%	64
2025 Q3	$3.37M	Buy	58,965 +3,424	+6%	+$194K	0.45%	55
2025 Q2	$3.07M	Buy	55,541 +762	+1%	+$39K	0.53%	52
2025 Q1	$2.65M	Buy	54,779 +2,458	+5%	+$121K	0.54%	45
2024 Q4	$2.56M	Buy	52,321 +8,886	+20%	+$454K	0.51%	49
2024 Q3	$2.33M	Buy	43,435 +6,943	+19%	+$362K	0.53%	52
2024 Q2	$1.88M	Buy	36,492 +5,220	+17%	+$269K	0.58%	49
2024 Q1	$1.59M	Buy	+31,272	New	+$1.55M	0.6%	54

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

United Advisor Group's DGS Position: Q2 2026 in Review

United Advisor Group increased its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 0.9% in Q2 2026, buying an estimated $31.5K and bringing the position to 54,683 shares worth $3.54M. The position accounts for 0.37% of the portfolio, ranked #65.

United Advisor Group first reported a position in DGS in Q1 2024 and has held it in 10 quarters since. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

United Advisor Group held 54,683 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $3.54M as of Q2 2026.
United Advisor Group bought 490 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $31.5K.
WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.37% of United Advisor Group's portfolio in Q2 2026, its #65 holding.
United Advisor Group first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2024 and has held it in 10 quarters since.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.