Vista Investment Management’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Vista Investment 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	$2.41M	Buy	37,313 +268	+0.7%	+$17.2K	0.73%	43
2026 Q1	$2.23M	Buy	37,045 +930	+3%	+$56.9K	0.74%	41
2025 Q4	$2.07M	Buy	36,115 +1,307	+4%	+$74.3K	0.68%	45
2025 Q3	$1.99M	Buy	34,808 +84	+0.2%	+$4.76K	0.69%	43
2025 Q2	$1.92M	Sell	34,724 -3,011	-8%	-$154K	0.71%	41
2025 Q1	$1.82M	Sell	37,735 -511	-1%	-$25.1K	0.71%	43
2024 Q4	$1.87M	Buy	38,246 +485	+1%	+$24.8K	0.71%	43
2024 Q3	$2.03M	Buy	37,761 +5,209	+16%	+$271K	0.76%	41
2024 Q2	$1.67M	Sell	32,552 -674	-2%	-$34.7K	0.68%	47
2024 Q1	$1.69M	Hold	33,226	–	–	0.69%	44
2023 Q4	$1.66M	Sell	33,226 -2,341	-7%	-$110K	0.77%	39
2023 Q3	$1.65M	Buy	35,567 +320	+0.9%	+$15.3K	0.86%	35
2023 Q2	$1.64M	Sell	35,247 -8,207	-19%	-$381K	0.83%	38
2023 Q1	$1.99M	Sell	43,454 -715	-2%	-$32.8K	1.05%	26
2022 Q4	$1.94M	Buy	44,169 +2,153	+5%	+$91.2K	1.11%	25
2022 Q3	$1.67M	Buy	42,016 +2,181	+5%	+$96.3K	1.03%	27
2022 Q2	$1.78M	Buy	39,835 +1,305	+3%	+$64.7K	1.07%	26
2022 Q1	$2.05M	Buy	38,530 +3,181	+9%	+$167K	1.13%	23
2021 Q4	$1.87M	Buy	35,349 +3,297	+10%	+$174K	1.02%	28
2021 Q3	$1.71M	Buy	32,052 +2,007	+7%	+$109K	1.01%	26
2021 Q2	$1.64M	Buy	30,045 +705	+2%	+$37.6K	0.97%	30
2021 Q1	$1.5M	Buy	29,340 +1,194	+4%	+$59.2K	0.94%	33
2020 Q4	$1.34M	Buy	28,146 +1,095	+4%	+$48.8K	0.9%	38
2020 Q3	$1.12M	Buy	+27,051	New	+$1.13M	0.85%	38
2020 Q1	–	Sell	-6,226	Closed	-$298K	–	130
2019 Q4	$298K	Buy	6,226 +1,194	+24%	+$54.7K	0.22%	111
2019 Q3	$223K	Buy	5,032 +255	+5%	+$11.7K	0.18%	126
2019 Q2	$225K	Sell	4,777 -3,271	-41%	-$152K	0.19%	130
2019 Q1	$379K	Buy	8,048 +525	+7%	+$24K	0.33%	95
2018 Q4	$315K	Buy	+7,523	New	+$319K	0.32%	98

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

Vista Investment Management's DGS Position: Q2 2026 in Review

Vista Investment Management increased its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 0.72% in Q2 2026, buying an estimated $17.2K and bringing the position to 37,313 shares worth $2.41M. The position accounts for 0.73% of the portfolio, ranked #43.

Vista Investment Management first reported a position in DGS in Q4 2018 and has held it in 29 quarters since. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

Vista Investment Management held 37,313 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $2.41M as of Q2 2026.
Vista Investment Management bought 268 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $17.2K.
WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.73% of Vista Investment Management's portfolio in Q2 2026, its #43 holding.
Vista Investment Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2018 and has held it in 29 quarters since.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Vista Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.