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

Exchange 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
2025 Q2	$1.01M	Buy	18,225 +2,122	+13%	+$109K	0.15%	128
2025 Q1	$778K	Buy	16,103 +1,057	+7%	+$51.8K	0.13%	141
2024 Q4	$736K	Buy	15,046 +1,935	+15%	+$98.9K	0.12%	142
2024 Q3	$704K	Buy	13,111 +4,329	+49%	+$225K	0.11%	141
2024 Q2	$452K	Buy	8,782 +1,275	+17%	+$65.6K	0.07%	153
2024 Q1	$382K	Buy	7,507 +2,923	+64%	+$145K	0.06%	162
2023 Q4	$229K	Buy	+4,584	New	+$214K	0.04%	173
2014 Q1	–	Sell	-230	Closed	-$11K	–	230
2013 Q4	$11K	Sell	230 -34,609	-99%	-$1.64M	0.01%	145
2013 Q3	$1.63M	Sell	34,839 -4,801	-12%	-$222K	0.85%	52
2013 Q2	$1.82M	Buy	+39,640	New	+$2.01M	1.02%	52

Other funds holding DGS

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Exchange Capital Management's DGS Position: Q2 2025 in Review

Exchange Capital Management increased its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 13% in Q2 2025, buying an estimated $109K and bringing the position to 18,225 shares worth $1.01M. The position accounts for 0.15% of the portfolio, ranked #128.

Exchange Capital Management first reported a position in DGS in Q2 2013 and has held it in 10 quarters since. The position peaked at $1.82M in Q2 2013. 230 funds tracked by Wall St. Rank hold DGS as of Q2 2025.

Exchange Capital Management held 18,225 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $1.01M as of Q2 2025.
Exchange Capital Management bought 2,122 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2025, an estimated $109K.
WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.15% of Exchange Capital Management's portfolio in Q2 2025, its #128 holding.
Exchange Capital Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q2 2013 and has held it in 10 quarters since.
Exchange Capital Management's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $1.82M in Q2 2013.
230 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2025.

Based on Exchange Capital Management's 13F filing for Q2 2025, filed 21 Jul 2025.