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DGS icon

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

Covestor’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
Q1 		– Sell
-36
Closed -$2K – 2319
2024
Q4 		$2K Hold
36
– – ﹤0.01% 1859
2024
Q3 		$2K Sell
36
-7
-16% -$365 ﹤0.01% 1803
2024
Q2 		$2K Buy
43
+11
+34% +$566 ﹤0.01% 1839
2024
Q1 		$2K Buy
32
+6
+23% +$297 ﹤0.01% 1836
2023
Q4 		$1K Sell
26
-30
-54% -$1.4K ﹤0.01% 1943
2023
Q3 		$3K Sell
56
-53
-49% -$2.53K ﹤0.01% 1760
2023
Q2 		$5K Sell
109
-45
-29% -$2.09K ﹤0.01% 1699
2023
Q1 		$7K Sell
154
-22
-13% -$1.01K 0.01% 1464
2022
Q4 		$8K Sell
176
-14
-7% -$593 0.01% 1413
2022
Q3 		$8K Buy
190
+34
+22% +$1.5K 0.01% 1340
2022
Q2 		$7K Sell
156
-81
-34% -$4.02K 0.01% 1310
2022
Q1 		$13K Buy
237
+5
+2% +$263 0.01% 1216
2021
Q4 		$12K Buy
+232
New +$12.2K 0.02% 966

Other funds holding DGS

Creative Planning
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
UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Covestor's DGS Position: Q1 2025 in Review

Covestor sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q1 2025, closing a stake of 36 shares — an estimated $2K sold.

Covestor first reported a position in DGS in Q4 2021 and held it in 13 quarters. The position peaked at $13K in Q1 2022. 224 funds tracked by Wall St. Rank hold DGS as of Q1 2025.

  • Covestor reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q1 2025 after selling out during the quarter.
  • Covestor sold 36 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2025, an estimated $2K.
  • Covestor first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2021 and held it in 13 quarters.
  • Covestor's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $13K in Q1 2022.
  • 224 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2025.

Based on Covestor's 13F filing for Q1 2025, filed 12 May 2025.