Corient Private Wealth
DGS icon

Corient Private Wealth’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Corient Private Wealth’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
Q1 		$911K Sell
16,760
-4,116
-20% -$252K ﹤0.01% 1708
2025
Q4 		$1.19M Buy
20,876
+14,691
+238% +$835K ﹤0.01% 1794
2025
Q3 		$353K Sell
6,185
-14,990
-71% -$849K ﹤0.01% 2019
2025
Q2 		$1.17M Buy
21,175
+15,020
+244% +$769K ﹤0.01% 1285
2025
Q1 		$297K Sell
6,155
-13,295
-68% -$652K ﹤0.01% 1858
2024
Q4 		$951K Sell
19,450
-806
-4% -$41.2K ﹤0.01% 1341
2024
Q3 		$1.09M Buy
20,256
+147
+0.7% +$7.66K ﹤0.01% 1362
2024
Q2 		$1.03M Buy
20,109
+3,482
+21% +$179K ﹤0.01% 1309
2024
Q1 		$846K Buy
16,627
+1,095
+7% +$54.2K ﹤0.01% 1368
2023
Q4 		$775K Buy
15,532
+1,266
+9% +$59.2K ﹤0.01% 1393
2023
Q3 		$660K Buy
14,266
+4,342
+44% +$207K ﹤0.01% 1351
2023
Q2 		$462K Sell
9,924
-795
-7% -$36.9K ﹤0.01% 1490
2023
Q1 		$491K Buy
10,719
+1,660
+18% +$76.1K ﹤0.01% 1391
2022
Q4 		$399K Buy
+9,059
New +$384K ﹤0.01% 1229

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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
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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return