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

CX Institutional’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	$2K	Buy	30 +1	+3%	+$64	﹤0.01%	1460
2026 Q1	$2K	Hold	29	–	–	﹤0.01%	1447
2025 Q4	$2K	Sell	29 -1,148	-98%	-$65.3K	﹤0.01%	1362
2025 Q3	$67K	Buy	+1,177	New	+$66.7K	﹤0.01%	893

Other funds holding DGS

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

Leibman Financial Services Louisville, Nebraska $150M AUM 20.45% 1-Year Est. Return

Midway Capital Research & Management Chicago, Illinois $126M AUM

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return

Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Shrier Wealth Management Los Angeles, California $296M AUM

Evanson Financial Mclean, Virginia $2.04B AUM