CFA
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Cahill Financial Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Cahill Financial Advisors’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 		$605K Sell
10,065
-634
-6% -$38.8K 0.07% 158
2025
Q4 		$612K Buy
10,699
+661
+7% +$37.6K 0.07% 156
2025
Q3 		$573K Buy
10,038
+16
+0.2% +$907 0.07% 161
2025
Q2 		$554K Buy
10,022
+347
+4% +$17.8K 0.07% 156
2025
Q1 		$467K Buy
9,675
+42
+0.4% +$2.06K 0.06% 171
2024
Q4 		$471K Buy
+9,633
New +$492K 0.06% 169
2021
Q4 		– Sell
-100
Closed -$5K – 357
2021
Q3 		$5K Buy
+100
New +$5.43K ﹤0.01% 672

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