BW
DGS icon

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

Bison Wealth’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
2024
Q4 		$783K Sell
15,996
-26,690
-63% -$1.36M 0.17% 108
2024
Q3 		$2.29M Buy
+42,686
New +$2.22M 0.36% 67

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
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Bison Wealth's DGS Position: Q4 2024 in Review

Bison Wealth reduced its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 63% in Q4 2024, selling an estimated $1.36M and leaving 15,996 shares worth $783K. The position accounts for 0.17% of the portfolio, ranked #108.

Bison Wealth first reported a position in DGS in Q3 2024 and has held it in 2 quarters since. The position peaked at $2.29M in Q3 2024. 243 funds tracked by Wall St. Rank hold DGS as of Q4 2024.

  • Bison Wealth held 15,996 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $783K as of Q4 2024.
  • Bison Wealth sold 26,690 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q4 2024, an estimated $1.36M.
  • WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.17% of Bison Wealth's portfolio in Q4 2024, its #108 holding.
  • Bison Wealth first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2024 and has held it in 2 quarters since.
  • Bison Wealth's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $2.29M in Q3 2024.
  • 243 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.