AWM
DGS icon

AE Wealth Management’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

AE Wealth Management’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 		$69K Buy
1,147
+898
+361% +$54.9K ﹤0.01% 1889
2025
Q4 		$14.3K Buy
249
+1
+0.4% +$57 ﹤0.01% 2092
2025
Q3 		$14.2K Buy
248
+1
+0.4% +$57 ﹤0.01% 1950
2025
Q2 		$13.6K Buy
247
+184
+292% +$9.42K ﹤0.01% 1832
2025
Q1 		$3.04K Buy
63
+50
+385% +$2.45K ﹤0.01% 1990
2024
Q4 		$636 Buy
+13
New +$664 ﹤0.01% 2067
2018
Q4 		– Sell
-4,628
Closed -$211K – 505
2018
Q3 		$211K Buy
+4,628
New +$218K 0.01% 546

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National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return
Morgan Stanley
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UA
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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
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