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 Q3	$480K	Buy	7,568 +329	+5%	+$20.9K	0.01%	611
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

SWM

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

AWM

Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

HPBT

Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

EWP

Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Wedmont Private Capital's DGS Position: Q3 2026 in Review

Wedmont Private Capital increased its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 4.5% in Q3 2026, buying an estimated $20.9K and bringing the position to 7,568 shares worth $480K. The position accounts for 0.01% of the portfolio, ranked #611.

Wedmont Private Capital first reported a position in DGS in Q4 2021 and has held it in 20 quarters since. 13 funds tracked by Wall St. Rank hold DGS as of Q3 2026.

Wedmont Private Capital held 7,568 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $480K as of Q3 2026.
Wedmont Private Capital bought 329 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q3 2026, an estimated $20.9K.
WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #611 holding.
Wedmont Private Capital first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2021 and has held it in 20 quarters since.
13 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.