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Atria Investments’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Atria Investments’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 		$355K Sell
5,901
-93
-2% -$5.69K ﹤0.01% 1649
2025
Q4 		$343K Buy
5,994
+527
+10% +$30K ﹤0.01% 1663
2025
Q3 		$312K Buy
5,467
+742
+16% +$42K ﹤0.01% 1697
2025
Q2 		$261K Buy
4,725
+23
+0.5% +$1.18K ﹤0.01% 1782
2025
Q1 		$227K Sell
4,702
-58,058
-93% -$2.85M ﹤0.01% 1762
2024
Q4 		$3.07M Buy
62,760
+7,442
+13% +$380K 0.04% 519
2024
Q3 		$2.97M Buy
55,318
+9,452
+21% +$492K 0.04% 529
2024
Q2 		$2.36M Sell
45,866
-1,543
-3% -$79.4K 0.03% 591
2024
Q1 		$2.41M Buy
47,409
+3,459
+8% +$171K 0.03% 582
2023
Q4 		$2.19M Buy
43,950
+20,305
+86% +$950K 0.03% 561
2023
Q3 		$1.09M Buy
+23,645
New +$1.13M 0.02% 801

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
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
UA
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
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