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Golden State Wealth Management’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Golden State Wealth 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
Q1 		– Sell
-838
Closed -$41K – 1597
2024
Q4 		$41K Buy
+838
New +$42.8K 0.01% 616

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OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Golden State Wealth Management's DGS Position: Q1 2025 in Review

Golden State Wealth Management sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q1 2025, closing a stake of 838 shares — an estimated $41K sold.

Golden State Wealth Management first reported a position in DGS in Q4 2024 and held it in 1 quarter. The position peaked at $41K in Q4 2024. 224 funds tracked by Wall St. Rank hold DGS as of Q1 2025.

  • Golden State Wealth Management reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q1 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 838 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2025, an estimated $41K.
  • Golden State Wealth Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2024 and held it in 1 quarter.
  • Golden State Wealth Management's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $41K in Q4 2024.
  • 224 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2025.

Based on Golden State Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.