FRA
DGS icon

FFG Retirement Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

FFG Retirement 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
Q2 		$2.31M Buy
35,756
+282
+0.8% +$18.1K 1.22% 35
2026
Q1 		$2.13M Buy
35,474
+1,347
+4% +$82.4K 1.24% 36
2025
Q4 		$1.95M Sell
34,127
-492
-1% -$28K 1.21% 32
2025
Q3 		$1.98M Sell
34,619
-625
-2% -$35.4K 1.23% 31
2025
Q2 		$1.95M Buy
35,244
+122
+0.3% +$6.25K 1.22% 31
2025
Q1 		$1.7M Buy
35,122
+4,795
+16% +$235K 1.16% 29
2024
Q4 		$1.48M Sell
30,327
-24
-0.1% -$1.23K 0.97% 32
2024
Q3 		$1.63M Buy
30,351
+88
+0.3% +$4.58K 1.06% 32
2024
Q2 		$1.56M Sell
30,263
-830
-3% -$42.7K 1.08% 32
2024
Q1 		$1.58M Buy
31,093
+910
+3% +$45K 1.11% 30
2023
Q4 		$1.51M Buy
30,183
+14
+0% +$655 1.16% 26
2023
Q3 		$1.4M Sell
30,169
-172
-0.6% -$8.22K 1.16% 26
2023
Q2 		$1.41M Buy
30,341
+293
+1% +$13.6K 1.13% 25
2023
Q1 		$1.38M Sell
30,048
-2,083
-6% -$95.5K 1.18% 26
2022
Q4 		$1.41M Buy
+32,131
New +$1.36M 1.29% 26

Other funds holding DGS

SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
LFS
Leibman Financial Services Louisville, Nebraska $150M AUM 20.45% 1-Year Est. Return
MCRM
Midway Capital Research & Management Chicago, Illinois $126M AUM
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
SWM
Shrier Wealth Management Los Angeles, California $296M AUM
EF
Evanson Financial Mclean, Virginia $2.04B AUM
TBFA
Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM