Continuum Advisory’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Continuum Advisory’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	-8	Closed	-$386	–	687
2025 Q1	$386	Hold	8	–	–	﹤0.01%	1594
2024 Q4	$391	Hold	8	–	–	﹤0.01%	1777
2024 Q3	$396	Hold	8	–	–	﹤0.01%	1828
2024 Q2	$412	Hold	8	–	–	﹤0.01%	1624
2024 Q1	$416	Buy	+8	New	+$396	﹤0.01%	1625
2019 Q2	–	Sell	-5,000	Closed	-$240K	–	138
2019 Q1	$240K	Sell	5,000 -557	-10%	-$25.5K	0.18%	114
2018 Q4	$233K	Buy	+5,557	New	+$236K	0.17%	132

Other funds holding DGS

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Continuum Advisory's DGS Position: Q2 2025 in Review

Continuum Advisory sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2025, closing a stake of 8 shares — an estimated $386 sold.

Continuum Advisory first reported a position in DGS in Q4 2018 and held it in 7 quarters. The position peaked at $240K in Q1 2019. 230 funds tracked by Wall St. Rank hold DGS as of Q2 2025.

Continuum Advisory reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q2 2025 after selling out during the quarter.
Continuum Advisory sold 8 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2025, an estimated $386.
Continuum Advisory first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2018 and held it in 7 quarters.
Continuum Advisory's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $240K in Q1 2019.
230 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.