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Asset Allocation & Management Company’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Asset Allocation & Management Company’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
2025
Q2 		– Sell
-20,000
Closed -$966K – 95
2025
Q1 		$966K Buy
+20,000
New +$981K 0.49% 29

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CWM
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National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Asset Allocation & Management Company's DGS Position: Q2 2025 in Review

Asset Allocation & Management Company sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2025, closing a stake of 20,000 shares — an estimated $966K sold.

Asset Allocation & Management Company first reported a position in DGS in Q1 2025 and held it in 1 quarter. The position peaked at $966K in Q1 2025. 230 funds tracked by Wall St. Rank hold DGS as of Q2 2025.

  • Asset Allocation & Management Company reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q2 2025 after selling out during the quarter.
  • Asset Allocation & Management Company sold 20,000 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2025, an estimated $966K.
  • Asset Allocation & Management Company first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2025 and held it in 1 quarter.
  • Asset Allocation & Management Company's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $966K in Q1 2025.
  • 230 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2025.

Based on Asset Allocation & Management Company's 13F filing for Q2 2025, filed 16 Jul 2025.