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

Claro 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 Q4	–	Sell	-5,749	Closed	-$328K	–	427
2025 Q3	$328K	Buy	+5,749	New	+$326K	0.05%	299
2024 Q2	–	Sell	-4,681	Closed	-$238K	–	434
2024 Q1	$238K	Buy	4,681 +26	+0.6%	+$1.29K	0.04%	367
2023 Q4	$232K	Sell	4,655 -232	-5%	-$10.9K	0.05%	343
2023 Q3	$226K	Sell	4,887 -101	-2%	-$4.83K	0.06%	326
2023 Q2	$232K	Buy	4,988 +382	+8%	+$17.7K	0.06%	313
2023 Q1	$211K	Buy	+4,606	New	+$211K	0.06%	314
2019 Q1	–	Sell	-300	Closed	-$14K	–	340
2018 Q4	$14K	Buy	+300	New	+$12.7K	0.01%	610

Other funds holding DGS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Claro Advisors's DGS Position: Q4 2025 in Review

Claro Advisors sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q4 2025, closing a stake of 5,749 shares — an estimated $328K sold.

Claro Advisors first reported a position in DGS in Q4 2018 and held it in 7 quarters. The position peaked at $328K in Q3 2025. 253 funds tracked by Wall St. Rank hold DGS as of Q4 2025.

Claro Advisors reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q4 2025 after selling out during the quarter.
Claro Advisors sold 5,749 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q4 2025, an estimated $328K.
Claro Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2018 and held it in 7 quarters.
Claro Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $328K in Q3 2025.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q4 2025.

Based on Claro Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.