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

Cornerstone 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
2026
Q1 		$1.18M Sell
19,595
-40
-0.2% -$2.45K 0.06% 286
2025
Q4 		$1.12M Sell
19,635
-126
-0.6% -$7.16K 0.06% 273
2025
Q3 		$1.13M Sell
19,761
-133
-0.7% -$7.54K 0.06% 260
2025
Q2 		$1.1M Sell
19,894
-4,386
-18% -$225K 0.07% 248
2025
Q1 		$1.17M Buy
24,280
+311
+1% +$15.3K 0.08% 212
2024
Q4 		$1.17M Buy
23,969
+8,338
+53% +$426K 0.08% 205
2024
Q3 		$839K Buy
15,631
+1,924
+14% +$100K 0.06% 248
2024
Q2 		$705K Sell
13,707
-242
-2% -$12.5K 0.05% 259
2024
Q1 		$709K Sell
13,949
-66
-0.5% -$3.27K 0.06% 256
2023
Q4 		$700K Buy
14,015
+317
+2% +$14.8K 0.06% 254
2023
Q3 		$634K Buy
+13,698
New +$655K 0.06% 255
2018
Q4 		– Sell
-16,905
Closed -$342K – 518
2018
Q3 		$342K Buy
16,905
+1,403
+9% +$65.9K ﹤0.01% 1024
2018
Q2 		$328K Buy
+15,502
New +$804K ﹤0.01% 1160

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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
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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