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Walsh & Associates’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Walsh & Associates’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 		$21.4K Sell
330
-175
-35% -$11.2K 0.02% 163
2026
Q1 		$30.4K Sell
505
-100
-17% -$6.11K 0.03% 136
2025
Q4 		$34.6K Buy
+605
New +$34.4K 0.03% 131

Other funds holding DGS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Walsh & Associates's DGS Position: Q2 2026 in Review

Walsh & Associates reduced its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 35% in Q2 2026, selling an estimated $11.2K and leaving 330 shares worth $21.4K. The position accounts for 0.02% of the portfolio, ranked #163.

Walsh & Associates first reported a position in DGS in Q4 2025 and has held it in 3 quarters since. The position peaked at $34.6K in Q4 2025. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

  • Walsh & Associates held 330 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $21.4K as of Q2 2026.
  • Walsh & Associates sold 175 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $11.2K.
  • WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.02% of Walsh & Associates's portfolio in Q2 2026, its #163 holding.
  • Walsh & Associates first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2025 and has held it in 3 quarters since.
  • Walsh & Associates's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $34.6K in Q4 2025.
  • 253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.