Cetera Investment Advisers
DGS icon

Cetera Investment Advisers’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Cetera Investment Advisers’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 		$4.56M Sell
75,817
-341
-0.4% -$20.8K ﹤0.01% 1572
2025
Q4 		$4.36M Buy
76,158
+1,913
+3% +$109K ﹤0.01% 1555
2025
Q3 		$4.24M Buy
74,245
+16,908
+29% +$958K ﹤0.01% 1538
2025
Q2 		$3.17M Sell
57,337
-1,521
-3% -$77.9K 0.01% 1507
2025
Q1 		$2.84M Sell
58,858
-5,273
-8% -$259K 0.01% 1483
2024
Q4 		$3.14M Buy
64,131
+2,447
+4% +$125K 0.01% 1326
2024
Q3 		$3.31M Buy
61,684
+300
+0.5% +$15.6K 0.01% 1250
2024
Q2 		$3.16M Sell
61,384
-6,950
-10% -$358K 0.01% 1255
2024
Q1 		$3.48M Buy
68,334
+49,169
+257% +$2.43M 0.01% 1191
2023
Q4 		$957K Sell
19,165
-3,268
-15% -$153K 0.01% 1125
2023
Q3 		$1.04M Sell
22,433
-756
-3% -$36.1K 0.01% 1028
2023
Q2 		$1.08M Sell
23,189
-533
-2% -$24.7K 0.01% 1029
2023
Q1 		$1.09M Buy
23,722
+3,718
+19% +$170K 0.01% 991
2022
Q4 		$880K Buy
20,004
+781
+4% +$33.1K 0.01% 1050
2022
Q3 		$765K Sell
19,223
-1,079
-5% -$47.6K 0.02% 823
2022
Q2 		$906K Sell
20,302
-1,031
-5% -$51.1K 0.01% 834
2022
Q1 		$1.14M Sell
21,333
-48,835
-70% -$2.57M 0.02% 775
2021
Q4 		$3.71M Sell
70,168
-11,491
-14% -$605K 0.05% 366
2021
Q3 		$4.37M Buy
81,659
+47,799
+141% +$2.6M 0.07% 290
2021
Q2 		$1.84M Sell
33,860
-8,563
-20% -$457K 0.03% 537
2021
Q1 		$2.18M Sell
42,423
-5,385
-11% -$267K 0.04% 398
2020
Q4 		$2.28M Buy
+47,808
New +$2.13M 0.05% 397

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