Evergreen Capital Management’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Evergreen Capital Management’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 Q1	$298K	Hold	4,958	–	–	0.01%	1128
2025 Q4	$284K	Buy	4,958 +57	+1%	+$3.24K	0.01%	1075
2025 Q3	$280K	Hold	4,901	–	–	0.01%	1026
2025 Q2	$271K	Hold	4,901	–	–	0.01%	852
2025 Q1	$237K	Hold	4,901	–	–	0.01%	892
2024 Q4	$240K	Sell	4,901 -202	-4%	-$10.3K	0.01%	866
2024 Q3	$274K	Sell	5,103 -319	-6%	-$16.6K	0.01%	756
2024 Q2	$279K	Hold	5,422	–	–	0.01%	689
2024 Q1	$276K	Hold	5,422	–	–	0.01%	663
2023 Q4	$271K	Sell	5,422 -590	-10%	-$27.6K	0.01%	637
2023 Q3	$278K	Hold	6,012	–	–	0.01%	587
2023 Q2	$280K	Buy	+6,012	New	+$279K	0.01%	587

Other funds holding DGS

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Bank of America

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National Bank of Canada

National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return

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

HighTower Advisors

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

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

Envestnet Asset Management

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

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Fifth Third Bancorp

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return