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BOLTON SECURITIES CORPORATION’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q1 		$12K Buy
+200
New +$12.2K ﹤0.01% 1572
2025
Q3 		$11.4K Buy
+200
New +$11.3K ﹤0.01% 1514
2025
Q1 		$9.7K Buy
+200
New +$9.8K ﹤0.01% 1445

Other funds holding DGS

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Unison Advisors
Unison Advisors Washington, District of Columbia $1.42B AUM 16.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's DGS Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q1 2026: 200 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #1572 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in DGS as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in DGS in Q1 2025 and has held it in 3 quarters since. 260 funds tracked by Wall St. Rank hold DGS as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 200 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $12K as of Q1 2026.
  • WisdomTree Emerging Markets SmallCap Dividend Fund was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • WisdomTree Emerging Markets SmallCap Dividend Fund made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1572 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2025 and has held it in 3 quarters since.
  • 260 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.