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

Vontobel Holding’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 Q3	$366K	Hold	5,800	–	–	﹤0.01%	1179
2026 Q2	$375K	Buy	+5,800	New	+$372K	﹤0.01%	1161
2023 Q4	–	Sell	-6,115	Closed	-$283K	–	1121
2023 Q3	$283K	Hold	6,115	–	–	﹤0.01%	908
2023 Q2	$285K	Hold	6,115	–	–	﹤0.01%	931
2023 Q1	$280K	Sell	6,115 -2,985	-33%	-$137K	﹤0.01%	901
2022 Q4	$400K	Hold	9,100	–	–	﹤0.01%	817
2022 Q3	$362K	Hold	9,100	–	–	﹤0.01%	812
2022 Q2	$406K	Sell	9,100 -515	-5%	-$25.5K	﹤0.01%	772
2022 Q1	$512K	Buy	9,615 +365	+4%	+$19.2K	﹤0.01%	784
2021 Q4	$490K	Buy	9,250 +1,695	+22%	+$89.2K	﹤0.01%	814
2021 Q3	$404K	Buy	+7,555	New	+$410K	﹤0.01%	858

Other funds holding DGS

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return

Neumann Capital Management Foster City, California $391M AUM 14.43% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Blueline Advisors Exeter, New Hampshire $142M AUM 7.87% 1-Year Est. Return

O'Connor Financial Group Quincy, Illinois $282M AUM 11.62% 1-Year Est. Return

Vontobel Holding's DGS Position: Q3 2026 in Review

Vontobel Holding held its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) position steady in Q3 2026 at 5,800 shares worth $366K. The position accounts for ﹤0.01% of the portfolio, ranked #1179.

Vontobel Holding first reported a position in DGS in Q3 2021 and has held it in 11 quarters since. The position peaked at $512K in Q1 2022. 113 funds tracked by Wall St. Rank hold DGS as of Q3 2026.

Vontobel Holding held 5,800 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $366K as of Q3 2026.
Vontobel Holding left its WisdomTree Emerging Markets SmallCap Dividend Fund share count unchanged in Q3 2026.
WisdomTree Emerging Markets SmallCap Dividend Fund made up ﹤0.01% of Vontobel Holding's portfolio in Q3 2026, its #1179 holding.
Vontobel Holding first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2021 and has held it in 11 quarters since.
Vontobel Holding's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $512K in Q1 2022.
113 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2026.

Based on Vontobel Holding's 13F filing for Q3 2026, filed 16 Oct 2026.