Wedmont Private Capital’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Wedmont Private Capital’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	$468K	Hold	7,239	–	–	0.01%	574
2026 Q1	$453K	Hold	7,239	–	–	0.01%	528
2025 Q4	$422K	Buy	7,239 +1	+0%	+$57	0.01%	535
2025 Q3	$412K	Hold	7,238	–	–	0.02%	522
2025 Q2	$403K	Buy	7,238 +1	+0%	+$51	0.02%	488
2025 Q1	$336K	Hold	7,237	–	–	0.02%	491
2024 Q4	$345K	Buy	7,237 +1,595	+28%	+$81.5K	0.02%	499
2024 Q3	$302K	Hold	5,642	–	–	0.02%	505
2024 Q2	$300K	Buy	5,642 +1	+0%	+$51	0.02%	494
2024 Q1	$292K	Hold	5,641	–	–	0.02%	461
2023 Q4	$278K	Sell	5,641 -3,000	-35%	-$140K	0.02%	444
2023 Q3	$395K	Buy	8,641 +3,001	+53%	+$143K	0.04%	307
2023 Q2	$273K	Buy	5,640 +1	+0%	+$46	0.03%	401
2023 Q1	$258K	Hold	5,639	–	–	0.03%	381
2022 Q4	$256K	Sell	5,639 -1,599	-22%	-$67.7K	0.04%	377
2022 Q3	$288K	Buy	7,238 +1,112	+18%	+$49.1K	0.06%	257
2022 Q2	$273K	Hold	6,126	–	–	0.06%	258
2022 Q1	$334K	Hold	6,126	–	–	0.07%	215
2021 Q4	$328K	Buy	+6,126	New	+$322K	0.1%	157

Other funds holding DGS

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

BEAM

Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return

Wedmont Private Capital's DGS Position: Q2 2026 in Review

Wedmont Private Capital held its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) position steady in Q2 2026 at 7,239 shares worth $468K. The position accounts for 0.01% of the portfolio, ranked #574.

Wedmont Private Capital first reported a position in DGS in Q4 2021 and has held it in 19 quarters since. 142 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

Wedmont Private Capital held 7,239 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $468K as of Q2 2026.
Wedmont Private Capital left its WisdomTree Emerging Markets SmallCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #574 holding.
Wedmont Private Capital first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2021 and has held it in 19 quarters since.
142 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.