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

Atria Wealth Solutions’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	$479K	Buy	+8,509	New	+$436K	0.01%	930
2025 Q1	–	Sell	-7,170	Closed	-$351K	–	1910
2024 Q4	$351K	Sell	7,170 -1,595	-18%	-$81.5K	﹤0.01%	1450
2024 Q3	$471K	Buy	8,765 +1,097	+14%	+$57.1K	0.01%	1279
2024 Q2	$394K	Buy	+7,668	New	+$395K	﹤0.01%	1348
2024 Q1	–	Sell	-7,599	Closed	-$379K	–	1982
2023 Q4	$379K	Buy	+7,599	New	+$355K	﹤0.01%	1349
2022 Q2	–	Sell	-6,326	Closed	-$337K	–	1691
2022 Q1	$337K	Buy	+6,326	New	+$332K	0.01%	1260

Other funds holding DGS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CWM

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Atria Wealth Solutions's DGS Position: Q2 2025 in Review

Atria Wealth Solutions opened a new position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2025: 8,509 shares worth $479K. The stake represents 0.01% of the portfolio and ranks #930 among its holdings. This is a return to the name: Atria Wealth Solutions previously reported a position in DGS as recently as Q4 2024.

Atria Wealth Solutions first reported a position in DGS in Q1 2022 and has held it in 6 quarters since. 232 funds tracked by Wall St. Rank hold DGS as of Q2 2025.

Atria Wealth Solutions held 8,509 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $479K as of Q2 2025.
WisdomTree Emerging Markets SmallCap Dividend Fund was a new Atria Wealth Solutions position in Q2 2025.
WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #930 holding.
Atria Wealth Solutions first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2022 and has held it in 6 quarters since.
232 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.