Wealthspire Advisors (New York)’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Wealthspire Advisors (New York)’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
2025 Q4	–	Sell	-973	Closed	-$55.6K	–	1493
2025 Q3	$55.6K	Buy	+973	New	+$55.1K	﹤0.01%	1205
2021 Q1	–	Sell	-4,241	Closed	-$202K	–	704
2020 Q4	$202K	Buy	+4,241	New	+$189K	0.01%	552
2020 Q2	–	Sell	-13,821	Closed	-$457K	–	333
2020 Q1	$457K	Buy	+13,821	New	+$584K	0.02%	305

Other funds holding DGS

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wealthspire Advisors (New York)'s DGS Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q4 2025, closing a stake of 973 shares — an estimated $55.6K sold.

Wealthspire Advisors (New York) first reported a position in DGS in Q1 2020 and held it in 3 quarters. The position peaked at $457K in Q1 2020. 253 funds tracked by Wall St. Rank hold DGS as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 973 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q4 2025, an estimated $55.6K.
Wealthspire Advisors (New York) first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2020 and held it in 3 quarters.
Wealthspire Advisors (New York)'s WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $457K in Q1 2020.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.