CA
DGS icon

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 – 428
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
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