Advisory Services Network’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Advisory Services Network’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	$328K	Sell	5,453 -41	-0.7%	-$2.51K	﹤0.01%	1528
2025 Q4	$314K	Buy	5,494 +68	+1%	+$3.87K	﹤0.01%	1458
2025 Q3	$310K	Buy	5,426 +27	+0.5%	+$1.53K	﹤0.01%	1452
2025 Q2	$296K	Buy	5,399 +22	+0.4%	+$1.13K	﹤0.01%	1414
2025 Q1	$260K	Buy	+5,377	New	+$264K	0.01%	1394
2023 Q1	–	Sell	-687	Closed	-$30.2K	–	4035
2022 Q4	$30.2K	Buy	+687	New	+$29.1K	﹤0.01%	2233
2015 Q2	–	Sell	-609	Closed	-$28K	–	1422
2015 Q1	$28K	Buy	+609	New	+$26.7K	0.01%	609

Other funds holding DGS

Creative Planning

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

Bank of America

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

National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return

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

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Fifth Third Bancorp

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return