Evergreen Private Wealth’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Evergreen Private Wealth’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 Q4	–	Sell	-1	Closed	-$57	–	125
2025 Q3	$57	Hold	1	–	–	﹤0.01%	237
2025 Q2	$55	Hold	1	–	–	﹤0.01%	288
2025 Q1	$48	Hold	1	–	–	﹤0.01%	188
2024 Q4	$49	Hold	1	–	–	﹤0.01%	197
2024 Q3	$54	Hold	1	–	–	﹤0.01%	207
2024 Q2	$51	Hold	1	–	–	﹤0.01%	208
2024 Q1	$51	Hold	1	–	–	﹤0.01%	209
2023 Q4	$50	Buy	+1	New	+$47	﹤0.01%	222

Other funds holding DGS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Evergreen Private Wealth's DGS Position: Q4 2025 in Review

Evergreen Private Wealth sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q4 2025, closing a stake of 1 share — an estimated $57 sold.

Evergreen Private Wealth first reported a position in DGS in Q4 2023 and held it in 8 quarters. The position peaked at $57 in Q3 2025. 253 funds tracked by Wall St. Rank hold DGS as of Q4 2025.

Evergreen Private Wealth reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q4 2025 after selling out during the quarter.
Evergreen Private Wealth sold 1 WisdomTree Emerging Markets SmallCap Dividend Fund share in Q4 2025, an estimated $57.
Evergreen Private Wealth first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2023 and held it in 8 quarters.
Evergreen Private Wealth's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $57 in Q3 2025.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.