Wealth Enhancement Advisory Services
DGS icon

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
Q3 		$332K Buy
30,668
+255
+0.8% +$16.2K ﹤0.01% 3250
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

Unison Advisors
Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Baker Ellis Asset Management
Baker Ellis Asset Management Vancouver, Washington $917M AUM 26.82% 1-Year Est. Return
Neumann Capital Management
Neumann Capital Management Foster City, California $391M AUM 14.43% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Blueline Advisors
Blueline Advisors Exeter, New Hampshire $142M AUM 7.87% 1-Year Est. Return
O'Connor Financial Group
O'Connor Financial Group Quincy, Illinois $282M AUM 11.62% 1-Year Est. Return
Pension & Wealth Management Advisors
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
Stonebridge Wealth Management
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return

Wealth Enhancement Advisory Services's DGS Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 0.84% in Q3 2026, buying an estimated $16.2K and bringing the position to 30,668 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #3250.

Wealth Enhancement Advisory Services first reported a position in DGS in Q3 2023 and has held it in 13 quarters since. The position peaked at $3.25M in Q4 2025. 98 funds tracked by Wall St. Rank hold DGS as of Q3 2026.

  • Wealth Enhancement Advisory Services held 30,668 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $332K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 255 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q3 2026, an estimated $16.2K.
  • WisdomTree Emerging Markets SmallCap Dividend Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3250 holding.
  • Wealth Enhancement Advisory Services first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $3.25M in Q4 2025.
  • 98 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.