CIA
DGS icon

Choate Investment Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Choate Investment 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
2025
Q1 		– Sell
-14,100
Closed -$690K – 401
2024
Q4 		$690K Hold
14,100
– – 0.02% 229
2024
Q3 		$757K Sell
14,100
-50
-0.4% -$2.6K 0.02% 220
2024
Q2 		$728K Sell
14,150
-31
-0.2% -$1.6K 0.02% 218
2024
Q1 		$721K Buy
14,181
+81
+0.6% +$4.01K 0.02% 233
2023
Q4 		$704K Hold
14,100
– – 0.02% 221
2023
Q3 		$652K Buy
+14,100
New +$674K 0.03% 214
2016
Q1 		– Sell
-53,260
Closed -$2.3M – 252
2015
Q4 		$2.3M Buy
53,260
+39,544
+288% +$1.45M 0.17% 77
2015
Q3 		$488K Sell
13,716
-135
-1% -$5.21K 0.03% 157
2015
Q2 		$601K Sell
13,851
-2,759
-17% -$126K 0.03% 145
2015
Q1 		$735K Sell
16,610
-36,650
-69% -$1.61M 0.04% 139
2014
Q4 		$2.3M Sell
53,260
-585,438
-92% -$26.1M 0.14% 78
2014
Q3 		$29.5M Sell
638,698
-30,867
-5% -$1.5M 1.78% 12
2014
Q2 		$32.1M Buy
669,565
+33,676
+5% +$1.6M 1.88% 12
2014
Q1 		$29.6M Buy
635,889
+51,767
+9% +$2.32M 1.84% 12
2013
Q4 		$26.9M Buy
584,122
+6,746
+1% +$319K 1.76% 12
2013
Q3 		$27M Sell
577,376
-20,655
-3% -$955K 1.99% 11
2013
Q2 		$27.5M Buy
+598,031
New +$30.3M 2.21% 9

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 $1.32B AUM 20.39% 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

Choate Investment Advisors's DGS Position: Q1 2025 in Review

Choate Investment Advisors sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q1 2025, closing a stake of 14,100 shares — an estimated $690K sold.

Choate Investment Advisors first reported a position in DGS in Q2 2013 and held it in 17 quarters. The position peaked at $32.1M in Q2 2014. 224 funds tracked by Wall St. Rank hold DGS as of Q1 2025.

  • Choate Investment Advisors reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q1 2025 after selling out during the quarter.
  • Choate Investment Advisors sold 14,100 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2025, an estimated $690K.
  • Choate Investment Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q2 2013 and held it in 17 quarters.
  • Choate Investment Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $32.1M in Q2 2014.
  • 224 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2025.

Based on Choate Investment Advisors's 13F filing for Q1 2025, filed 14 May 2025.