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

Congress Wealth Management’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	$38.8M	Buy	702,311 +21,616	+3%	+$1.11M	0.38%	52
2025 Q1	$32.9M	Buy	680,695 +28,908	+4%	+$1.42M	0.39%	56
2024 Q4	$31.9M	Buy	651,787 +11,002	+2%	+$562K	0.44%	51
2024 Q3	$34.4M	Buy	+640,785	New	+$33.4M	0.46%	51

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

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

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

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

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

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

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Congress Wealth Management's DGS Position: Q2 2025 in Review

Congress Wealth Management increased its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 3.2% in Q2 2025, buying an estimated $1.11M and bringing the position to 702,311 shares worth $38.8M. The position accounts for 0.38% of the portfolio, ranked #52.

Congress Wealth Management first reported a position in DGS in Q3 2024 and has held it in 4 quarters since. 232 funds tracked by Wall St. Rank hold DGS as of Q2 2025.

Congress Wealth Management held 702,311 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $38.8M as of Q2 2025.
Congress Wealth Management bought 21,616 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2025, an estimated $1.11M.
WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.38% of Congress Wealth Management's portfolio in Q2 2025, its #52 holding.
Congress Wealth Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2024 and has held it in 4 quarters since.
232 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.