Cyndeo Wealth Partners’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Cyndeo Wealth Partners’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 Q2	–	Sell	-5,832	Closed	-$282K	–	473
2025 Q1	$282K	Buy	5,832 +2	+0%	+$98	0.02%	375
2024 Q4	$285K	Buy	5,830 +8	+0.1%	+$409	0.02%	369
2024 Q3	$313K	Buy	5,822 +15	+0.3%	+$781	0.02%	359
2024 Q2	$299K	Buy	5,807 +17	+0.3%	+$875	0.02%	335
2024 Q1	$294K	Buy	5,790 +1	+0%	+$49	0.02%	328
2023 Q4	$289K	Sell	5,789 -408	-7%	-$19.1K	0.03%	316
2023 Q3	$287K	Buy	+6,197	New	+$296K	0.03%	283

Other funds holding DGS

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cyndeo Wealth Partners's DGS Position: Q2 2025 in Review

Cyndeo Wealth Partners sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2025, closing a stake of 5,832 shares — an estimated $282K sold.

Cyndeo Wealth Partners first reported a position in DGS in Q3 2023 and held it in 7 quarters. The position peaked at $313K in Q3 2024. 230 funds tracked by Wall St. Rank hold DGS as of Q2 2025.

Cyndeo Wealth Partners reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q2 2025 after selling out during the quarter.
Cyndeo Wealth Partners sold 5,832 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2025, an estimated $282K.
Cyndeo Wealth Partners first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2023 and held it in 7 quarters.
Cyndeo Wealth Partners's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $313K in Q3 2024.
230 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2025.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2025, filed 24 Jul 2025.