AC
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AlphaCore Capital’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

AlphaCore 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
Q1 		– Sell
-150
Closed -$8.59K – 1298
2025
Q4 		$8.59K Hold
150
– – ﹤0.01% 1323
2025
Q3 		$8.56K Hold
150
– – ﹤0.01% 995
2025
Q2 		$8.29K Buy
+150
New +$7.68K ﹤0.01% 970
2024
Q2 		– Sell
-3,808
Closed -$194K – 231
2024
Q1 		$194K Buy
+3,808
New +$188K 0.05% 144
2020
Q3 		– Sell
-533
Closed -$21K – 62
2020
Q2 		$21K Buy
533
+8
+2% +$297 0.02% 55
2020
Q1 		$17K Buy
525
+1
+0.2% +$42 0.01% 172
2019
Q4 		$25K Buy
+524
New +$24K 0.02% 97

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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
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CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
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Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return