Citadel Advisors
DGS icon

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

Citadel 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
Q2 		– Sell
-200
Closed -$9.66K – 13082
2025
Q1 		$9.66K Buy
+200
New +$9.81K ﹤0.01% 13586
2024
Q4 		– Sell
-300
Closed -$16.1K – 14720
2024
Q3 		$16.1K Buy
300
+100
+50% +$5.21K ﹤0.01% 12939
2024
Q2 		$10.3K Buy
200
+100
+100% +$5.15K ﹤0.01% 13093
2024
Q1 		$5.09K Sell
100
-1,900
-95% -$94K ﹤0.01% 13767
2023
Q4 		$99.8K Sell
2,000
-1,800
-47% -$84.2K ﹤0.01% 10939
2023
Q3 		$176K Buy
3,800
+2,700
+245% +$129K ﹤0.01% 10125
2023
Q2 		$51.2K Sell
1,100
-6,900
-86% -$320K ﹤0.01% 11767
2023
Q1 		$366K Buy
8,000
+5,500
+220% +$252K ﹤0.01% 8962
2022
Q4 		$110K Buy
+2,500
New +$106K ﹤0.01% 11087

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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return