AssuredPartners Investment Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-10,800	Closed	-$522K	–	266
2025 Q1	$522K	Sell	10,800 -1,113	-9%	-$53.8K	0.1%	195
2024 Q4	$583K	Buy	+11,913	New	+$583K	0.11%	180