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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$38.8M	Buy	702,311 +21,616	+3%	+$1.19M	0.38%	52
2025 Q1	$32.9M	Buy	680,695 +28,908	+4%	+$1.4M	0.39%	56
2024 Q4	$31.9M	Buy	651,787 +11,002	+2%	+$538K	0.44%	51
2024 Q3	$34.4M	Buy	+640,785	New	+$34.4M	0.46%	51