HWA
DGS icon

Heartwood Wealth Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Heartwood Wealth 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
2025
Q4 		– Sell
-2,070
Closed -$118K – 306
2025
Q3 		$118K Buy
+2,070
New +$117K 0.01% 239

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 $112B 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 $103B AUM 28.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Heartwood Wealth Advisors's DGS Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q4 2025, closing a stake of 2,070 shares — an estimated $118K sold.

Heartwood Wealth Advisors first reported a position in DGS in Q3 2025 and held it in 1 quarter. The position peaked at $118K in Q3 2025. 253 funds tracked by Wall St. Rank hold DGS as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 2,070 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q4 2025, an estimated $118K.
  • Heartwood Wealth Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $118K in Q3 2025.
  • 253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.