Wealth Enhancement Advisory Services’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Wealth Enhancement Advisory Services’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	$336K	Sell	30,413 -762	-2%	-$48.9K	﹤0.01%	3087
2026 Q1	$343K	Sell	31,175 -24,390	-44%	-$1.49M	﹤0.01%	2646
2025 Q4	$3.25M	Buy	55,565 +1,468	+3%	+$83.5K	﹤0.01%	1241
2025 Q3	$3.08M	Buy	54,097 +615	+1%	+$34.8K	﹤0.01%	1196
2025 Q2	$3.01M	Sell	53,482 -2,190	-4%	-$112K	0.01%	1144
2025 Q1	$2.69M	Sell	55,672 -1,673	-3%	-$82.1K	0.01%	1098
2024 Q4	$2.81M	Buy	57,345 +1,204	+2%	+$61.5K	0.01%	1026
2024 Q3	$3.01M	Sell	56,141 -2,322	-4%	-$121K	0.01%	892
2024 Q2	$3.01M	Sell	58,463 -3,699	-6%	-$190K	0.01%	846
2024 Q1	$3.16M	Sell	62,162 -1,153	-2%	-$57.1K	0.01%	796
2023 Q4	$3.16M	Sell	63,315 -1,268	-2%	-$59.3K	0.01%	748
2023 Q3	$2.99M	Buy	+64,583	New	+$3.09M	0.01%	715

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

Wealth Enhancement Advisory Services's DGS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 2.4% in Q2 2026, selling an estimated $48.9K and leaving 30,413 shares worth $336K. The position accounts for ﹤0.01% of the portfolio, ranked #3087.

Wealth Enhancement Advisory Services first reported a position in DGS in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.25M in Q4 2025. 253 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

Wealth Enhancement Advisory Services held 30,413 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $336K as of Q2 2026.
Wealth Enhancement Advisory Services sold 762 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2026, an estimated $48.9K.
WisdomTree Emerging Markets SmallCap Dividend Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3087 holding.
Wealth Enhancement Advisory Services first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $3.25M in Q4 2025.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.