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

HB 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
2024 Q4	–	Sell	-4,331	Closed	-$233K	–	1089
2024 Q3	$233K	Buy	4,331 +25	+0.6%	+$1.3K	﹤0.01%	842
2024 Q2	$222K	Buy	4,306 +29	+0.7%	+$1.49K	﹤0.01%	816
2024 Q1	$218K	Buy	4,277 +3	+0.1%	+$148	﹤0.01%	773
2023 Q4	$213K	Sell	4,274 -1,185	-22%	-$55.4K	﹤0.01%	720
2023 Q3	$253K	Buy	+5,459	New	+$261K	﹤0.01%	621
2022 Q3	–	Sell	-4,671	Closed	-$209K	–	588
2022 Q2	$209K	Sell	4,671 -1,113	-19%	-$55.2K	﹤0.01%	539
2022 Q1	$308K	Sell	5,784 -1,198	-17%	-$63K	0.01%	450
2021 Q4	$369K	Buy	+6,982	New	+$367K	0.01%	352

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

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

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

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

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

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

HB Wealth Management's DGS Position: Q4 2024 in Review

HB Wealth Management sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q4 2024, closing a stake of 4,331 shares — an estimated $233K sold.

HB Wealth Management first reported a position in DGS in Q4 2021 and held it in 8 quarters. The position peaked at $369K in Q4 2021. 243 funds tracked by Wall St. Rank hold DGS as of Q4 2024.

HB Wealth Management reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q4 2024 after selling out during the quarter.
HB Wealth Management sold 4,331 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q4 2024, an estimated $233K.
HB Wealth Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2021 and held it in 8 quarters.
HB Wealth Management's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $369K in Q4 2021.
243 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q4 2024.

Based on HB Wealth Management's 13F filing for Q4 2024, filed 15 Jan 2025.