CA
DGS icon

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

CoreCap 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
2026
Q2 		$230K Sell
3,550
-111
-3% -$7.13K 0.01% 816
2026
Q1 		$220K Sell
3,661
-125
-3% -$7.64K 0.01% 778
2025
Q4 		$217K Sell
3,786
-16
-0.4% -$910 0.01% 765
2025
Q3 		$217K Sell
3,802
-350
-8% -$19.8K 0.01% 777
2025
Q2 		$229K Sell
4,152
-72
-2% -$3.69K 0.01% 702
2025
Q1 		$204K Sell
4,224
-43,952
-91% -$2.16M 0.01% 673
2024
Q4 		$2.36M Sell
48,176
-2,268
-4% -$116K 0.11% 189
2024
Q3 		$2.71M Buy
50,444
+9,525
+23% +$496K 0.13% 164
2024
Q2 		$2.1M Buy
40,919
+2,318
+6% +$119K 0.22% 97
2024
Q1 		$1.96M Buy
38,601
+33,064
+597% +$1.64M 0.1% 195
2023
Q4 		$276K Sell
5,537
-89
-2% -$4.16K 0.02% 480
2023
Q3 		$260K Sell
5,626
-352
-6% -$16.8K 0.02% 453
2023
Q2 		$278K Buy
+5,978
New +$278K 0.02% 467
2022
Q4 		$265K Sell
6,022
-173
-3% -$7.33K 0.02% 470
2022
Q3 		$247K Sell
6,195
-15
-0.2% -$662 0.02% 449
2022
Q2 		$277K Sell
6,210
-1,336
-18% -$66.3K 0.02% 437
2022
Q1 		$402K Sell
7,546
-7
-0.1% -$368 0.03% 353
2021
Q4 		$400K Buy
+7,553
New +$398K 0.03% 396

Other funds holding DGS

SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
LFS
Leibman Financial Services Louisville, Nebraska $150M AUM 20.45% 1-Year Est. Return
MCRM
Midway Capital Research & Management Chicago, Illinois $126M AUM
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
SWM
Shrier Wealth Management Los Angeles, California $296M AUM
EF
Evanson Financial Mclean, Virginia $2.04B AUM