Planning Strategies Inc.’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Planning Strategies Inc.’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	$841	Buy	+13	New	+$835	﹤0.01%	775

Other funds holding DGS

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

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

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

Blueline Advisors Exeter, New Hampshire $144M AUM

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

O'Connor Financial Group Quincy, Illinois $283M AUM 18.18% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

Leibman Financial Services Louisville, Nebraska $150M AUM 20.45% 1-Year Est. Return

Planning Strategies Inc.'s DGS Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2026: 13 shares worth $841. The stake represents ﹤0.01% of the portfolio and ranks #775 among its holdings.

99 funds tracked by Wall St. Rank hold DGS as of Q2 2026.

Planning Strategies Inc. held 13 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $841 as of Q2 2026.
WisdomTree Emerging Markets SmallCap Dividend Fund was a new Planning Strategies Inc. position in Q2 2026.
WisdomTree Emerging Markets SmallCap Dividend Fund made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #775 holding.
99 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.