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EverSource Wealth Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

EverSource Wealth Advisors’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
2024
Q4 		– Sell
-293
Closed -$15.7K – 3768
2024
Q3 		$15.7K Hold
293
– – ﹤0.01% 1609
2024
Q2 		$15.2K Hold
293
– – ﹤0.01% 1640
2024
Q1 		$14.9K Buy
+293
New +$14.5K ﹤0.01% 1501

Other funds holding DGS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

EverSource Wealth Advisors's DGS Position: Q4 2024 in Review

EverSource Wealth Advisors sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q4 2024, closing a stake of 293 shares — an estimated $15.7K sold.

EverSource Wealth Advisors first reported a position in DGS in Q1 2024 and held it in 3 quarters. The position peaked at $15.7K in Q3 2024. 243 funds tracked by Wall St. Rank hold DGS as of Q4 2024.

  • EverSource Wealth Advisors reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q4 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 293 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q4 2024, an estimated $15.7K.
  • EverSource Wealth Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2024 and held it in 3 quarters.
  • EverSource Wealth Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $15.7K in Q3 2024.
  • 243 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q4 2024.

Based on EverSource Wealth Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.