Watershed Private Wealth’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Watershed Private Wealth’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	$541K	Hold	8,356	–	–	0.15%	81
2026 Q1	$502K	Sell	8,356 -1,336	-14%	-$81.7K	0.16%	81
2025 Q4	$555K	Hold	9,692	–	–	0.17%	74
2025 Q3	$553K	Sell	9,692 -523	-5%	-$29.6K	0.17%	70
2025 Q2	$564K	Sell	10,215 -94	-0.9%	-$4.81K	0.21%	65
2025 Q1	$498K	Sell	10,309 -176	-2%	-$8.63K	0.2%	66
2024 Q4	$513K	Sell	10,485 -10	-0.1%	-$511	0.2%	68
2024 Q3	$564K	Sell	10,495 -180	-2%	-$9.37K	0.22%	61
2024 Q2	$549K	Sell	10,675 -568	-5%	-$29.2K	0.23%	70
2024 Q1	$572K	Sell	11,243 -2,467	-18%	-$122K	0.25%	70
2023 Q4	$684K	Sell	13,710 -269	-2%	-$12.6K	0.38%	58
2023 Q3	$647K	Buy	13,979 +140	+1%	+$6.69K	0.4%	54
2023 Q2	$644K	Sell	13,839 -1,362	-9%	-$63.2K	0.39%	50
2023 Q1	$696K	Sell	15,201 -201	-1%	-$9.22K	0.47%	46
2022 Q4	$678K	Buy	+15,402	New	+$652K	0.51%	47

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 $103B AUM 28.65% 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

Watershed Private Wealth's DGS Position: Q2 2026 in Review

Watershed Private Wealth held its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) position steady in Q2 2026 at 8,356 shares worth $541K. The position accounts for 0.15% of the portfolio, ranked #81.

Watershed Private Wealth first reported a position in DGS in Q4 2022 and has held it in 15 quarters since. The position peaked at $696K in Q1 2023. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

Watershed Private Wealth held 8,356 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $541K as of Q2 2026.
Watershed Private Wealth left its WisdomTree Emerging Markets SmallCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.15% of Watershed Private Wealth's portfolio in Q2 2026, its #81 holding.
Watershed Private Wealth first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2022 and has held it in 15 quarters since.
Watershed Private Wealth's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $696K in Q1 2023.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Watershed Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.