Aspect Partners’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Aspect Partners’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	$202K	Hold	3,364	–	–	0.08%	75
2025 Q4	$193K	Hold	3,364	–	–	0.08%	77
2025 Q3	$192K	Hold	3,364	–	–	0.09%	76
2025 Q2	$186K	Hold	3,364	–	–	0.09%	81
2025 Q1	$163K	Hold	3,364	–	–	0.09%	78
2024 Q4	$165K	Hold	3,364	–	–	0.1%	76
2024 Q3	$181K	Hold	3,364	–	–	0.1%	71
2024 Q2	$173K	Hold	3,364	–	–	0.1%	75
2024 Q1	$171K	Hold	3,364	–	–	0.14%	73
2023 Q4	$168K	Buy	+3,364	New	+$157K	0.11%	72

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