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

Chemistry Wealth Management’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 Q1	–	Sell	-5,295	Closed	-$259K	–	190
2024 Q4	$259K	Sell	5,295 -507	-9%	-$25.9K	0.06%	150
2024 Q3	$312K	Sell	5,802 -620	-10%	-$32.3K	0.07%	133
2024 Q2	$330K	Sell	6,422 -863	-12%	-$44.4K	0.09%	128
2024 Q1	$371K	Sell	7,285 -1,027	-12%	-$50.8K	0.1%	117
2023 Q4	$415K	Sell	8,312 -6,052	-42%	-$283K	0.13%	103
2023 Q3	$664K	Sell	14,364 -2,010	-12%	-$96K	0.22%	72
2023 Q2	$762K	Sell	16,374 -8,390	-34%	-$390K	0.25%	69
2023 Q1	$1.13M	Sell	24,764 -6,038	-20%	-$277K	0.39%	46
2022 Q4	$1.35M	Sell	30,802 -6,875	-18%	-$291K	0.53%	39
2022 Q3	$1.5M	Sell	37,677 -4,784	-11%	-$211K	0.59%	34
2022 Q2	$1.9M	Sell	42,461 -655	-2%	-$32.5K	0.72%	29
2022 Q1	$2.3M	Buy	+43,116	New	+$2.27M	0.79%	29

Other funds holding DGS

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Chemistry Wealth Management's DGS Position: Q1 2025 in Review

Chemistry Wealth Management sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q1 2025, closing a stake of 5,295 shares — an estimated $259K sold.

Chemistry Wealth Management first reported a position in DGS in Q1 2022 and held it in 12 quarters. The position peaked at $2.3M in Q1 2022. 224 funds tracked by Wall St. Rank hold DGS as of Q1 2025.

Chemistry Wealth Management reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q1 2025 after selling out during the quarter.
Chemistry Wealth Management sold 5,295 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2025, an estimated $259K.
Chemistry Wealth Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2022 and held it in 12 quarters.
Chemistry Wealth Management's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $2.3M in Q1 2022.
224 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2025.

Based on Chemistry Wealth Management's 13F filing for Q1 2025, filed 11 Apr 2025.