Aspire Private Capital’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Aspire Private 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
2024 Q4	–	Sell	-472	Closed	-$25.3K	–	275
2024 Q3	$25.3K	Hold	472	–	–	0.01%	290
2024 Q2	$24.3K	Hold	472	–	–	0.01%	294
2024 Q1	$24K	Hold	472	–	–	0.01%	302
2023 Q4	$23.6K	Hold	472	–	–	0.01%	294
2023 Q3	$21.8K	Hold	472	–	–	0.01%	297
2023 Q2	$22K	Hold	472	–	–	0.01%	282
2023 Q1	$21.6K	Hold	472	–	–	0.01%	274
2022 Q4	$20.8K	Hold	472	–	–	0.01%	278
2022 Q3	$19K	Hold	472	–	–	0.01%	281
2022 Q2	$21K	Hold	472	–	–	0.01%	272
2022 Q1	$25K	Hold	472	–	–	0.01%	260
2021 Q4	$25K	Hold	472	–	–	0.01%	270
2021 Q3	$25K	Hold	472	–	–	0.01%	248
2021 Q2	$26K	Hold	472	–	–	0.01%	250
2021 Q1	$24K	Hold	472	–	–	0.01%	263
2020 Q4	$23K	Hold	472	–	–	0.01%	238
2020 Q3	$20K	Hold	472	–	–	0.01%	245
2020 Q2	$18K	Hold	472	–	–	0.01%	194
2020 Q1	$16K	Hold	472	–	–	0.01%	166
2019 Q4	$23K	Hold	472	–	–	0.01%	224
2019 Q3	$21K	Hold	472	–	–	0.01%	220
2019 Q2	$22K	Hold	472	–	–	0.01%	223
2019 Q1	$22K	Hold	472	–	–	0.01%	272
2018 Q4	$20K	Buy	+472	New	+$20K	0.01%	263

Other funds holding DGS

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

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

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Aspire Private Capital's DGS Position: Q4 2024 in Review

Aspire Private Capital sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q4 2024, closing a stake of 472 shares — an estimated $25.3K sold.

Aspire Private Capital first reported a position in DGS in Q4 2018 and held it in 24 quarters. The position peaked at $26K in Q2 2021. 243 funds tracked by Wall St. Rank hold DGS as of Q4 2024.

Aspire Private Capital reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q4 2024 after selling out during the quarter.
Aspire Private Capital sold 472 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q4 2024, an estimated $25.3K.
Aspire Private Capital first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2018 and held it in 24 quarters.
Aspire Private Capital's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $26K in Q2 2021.
243 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.