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

Evanson Financial’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	$1.31M	Buy	+20,209	New	+$1.3M	0.06%	119

Other funds holding DGS

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

Shrier Wealth Management Los Angeles, California $296M AUM

Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return