AAS
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Avantax Advisory Services’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Avantax Advisory Services’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 		$1.07M Buy
19,413
+92
+0.5% +$4.71K 0.01% 1124
2025
Q1 		$933K Buy
19,321
+1,172
+6% +$57.5K 0.01% 1129
2024
Q4 		$888K Buy
18,149
+129
+0.7% +$6.59K 0.01% 1096
2024
Q3 		$968K Buy
18,020
+214
+1% +$11.1K 0.01% 1042
2024
Q2 		$916K Buy
17,806
+13,852
+350% +$713K 0.01% 1025
2024
Q1 		$201K Sell
3,954
-528
-12% -$26.1K ﹤0.01% 1541
2023
Q4 		$224K Sell
4,482
-942
-17% -$44.1K ﹤0.01% 1415
2023
Q3 		$251K Sell
5,424
-994
-15% -$47.5K ﹤0.01% 1296
2023
Q2 		$299K Buy
6,418
+60
+0.9% +$2.79K ﹤0.01% 1190
2023
Q1 		$291K Buy
6,358
+154
+2% +$7.06K ﹤0.01% 1168
2022
Q4 		$273K Sell
6,204
-2,464
-28% -$104K ﹤0.01% 1153
2022
Q3 		$345K Sell
8,668
-551
-6% -$24.3K 0.01% 933
2022
Q2 		$412K Sell
9,219
-3,127
-25% -$155K 0.01% 860
2022
Q1 		$658K Buy
12,346
+225
+2% +$11.8K 0.01% 685
2021
Q4 		$641K Buy
12,121
+111
+0.9% +$5.84K 0.01% 675
2021
Q3 		$642K Buy
12,010
+1,272
+12% +$69.1K 0.01% 624
2021
Q2 		$585K Buy
10,738
+336
+3% +$17.9K 0.01% 644
2021
Q1 		$535K Sell
10,402
-2,269
-18% -$113K 0.01% 600
2020
Q4 		$604K Sell
12,671
-129,253
-91% -$5.76M 0.01% 499
2020
Q3 		$5.86M Sell
141,924
-52,243
-27% -$2.19M 0.09% 182
2020
Q2 		$7.57M Buy
194,167
+103,728
+115% +$3.85M 0.22% 79
2020
Q1 		$2.98M Sell
90,439
-51,565
-36% -$2.18M 0.09% 151
2019
Q4 		$6.8M Buy
+142,004
New +$6.51M 0.16% 89

Other funds holding DGS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
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
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Avantax Advisory Services's DGS Position: Q2 2025 in Review

Avantax Advisory Services increased its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 0.48% in Q2 2025, buying an estimated $4.71K and bringing the position to 19,413 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #1124.

Avantax Advisory Services first reported a position in DGS in Q4 2019 and has held it in 23 quarters since. The position peaked at $7.57M in Q2 2020. 232 funds tracked by Wall St. Rank hold DGS as of Q2 2025.

  • Avantax Advisory Services held 19,413 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $1.07M as of Q2 2025.
  • Avantax Advisory Services bought 92 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2025, an estimated $4.71K.
  • WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1124 holding.
  • Avantax Advisory Services first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2019 and has held it in 23 quarters since.
  • Avantax Advisory Services's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $7.57M in Q2 2020.
  • 232 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.