FFA
DGS icon

Farther Finance Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Farther Finance 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
2026
Q1 		$459K Sell
7,613
-53
-0.7% -$3.24K ﹤0.01% 1459
2025
Q4 		$439K Buy
7,666
+2,460
+47% +$140K ﹤0.01% 1395
2025
Q3 		$297K Sell
5,206
-85
-2% -$4.82K ﹤0.01% 1390
2025
Q2 		$292K Buy
5,291
+539
+11% +$27.6K 0.01% 1210
2025
Q1 		$231K Buy
4,752
+1,777
+60% +$87.2K 0.01% 1170
2024
Q4 		$146K Sell
2,975
-419
-12% -$21.4K 0.01% 1144
2024
Q3 		$182K Buy
3,394
+75
+2% +$3.91K 0.01% 1030
2024
Q2 		$171K Buy
3,319
+200
+6% +$10.3K 0.01% 909
2024
Q1 		$158K Sell
3,119
-221
-7% -$10.9K 0.01% 771
2023
Q4 		$167K Buy
3,340
+349
+12% +$16.3K 0.01% 615
2023
Q3 		$138K Buy
2,991
+144
+5% +$6.88K 0.02% 464
2023
Q2 		$132K Sell
2,847
-243
-8% -$11.3K 0.03% 387
2023
Q1 		$141K Buy
+3,090
New +$142K 0.04% 320

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