EWP
DGS icon

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

Elevation 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
2026
Q2 		$18K Buy
279
+4
+1% +$257 0.01% 622
2026
Q1 		$16.5K Sell
275
-29
-10% -$1.77K 0.01% 420
2025
Q4 		$17.4K Sell
304
-31
-9% -$1.76K 0.01% 402
2025
Q3 		$19.1K Hold
335
– – 0.01% 331
2025
Q2 		$18.5K Sell
335
-75
-18% -$3.84K 0.01% 325
2025
Q1 		$19.8K Hold
410
– – 0.01% 313
2024
Q4 		$20.1K Hold
410
– – 0.01% 310
2024
Q3 		$22K Hold
410
– – 0.01% 290
2024
Q2 		$21.1K Hold
410
– – 0.01% 287
2024
Q1 		$20.9K Hold
410
– – 0.01% 293
2023
Q4 		$19K Hold
410
– – 0.01% 286
2023
Q3 		$19K Hold
410
– – 0.02% 211
2023
Q2 		$19.1K Hold
410
– – 0.02% 216
2023
Q1 		$18.8K Buy
+410
New +$18.8K 0.02% 223

Other funds holding DGS

SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
LFS
Leibman Financial Services Louisville, Nebraska $150M AUM 20.45% 1-Year Est. Return
MCRM
Midway Capital Research & Management Chicago, Illinois $126M AUM
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
SWM
Shrier Wealth Management Los Angeles, California $296M AUM
EF
Evanson Financial Mclean, Virginia $2.04B AUM