Kovitz Investment Group Partners
DGS icon

Kovitz Investment Group Partners’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Kovitz Investment Group Partners’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
-288,183
Closed -$16.5M – 656
2025
Q3 		$16.5M Buy
288,183
+4,863
+2% +$276K 0.06% 244
2025
Q2 		$15.7M Buy
283,320
+9,906
+4% +$507K 0.07% 236
2025
Q1 		$13.2M Buy
273,414
+6,834
+3% +$335K 0.07% 225
2024
Q4 		$13M Buy
266,580
+13,841
+5% +$707K 0.06% 221
2024
Q3 		$13.5M Buy
+252,739
New +$13.2M 0.1% 181
2022
Q1 		– Sell
-19,213
Closed -$917K – 431
2021
Q4 		$917K Sell
19,213
-1,126
-6% -$59.3K 0.02% 288
2021
Q3 		$1.09M Buy
20,339
+636
+3% +$34.5K 0.02% 292
2021
Q2 		$1.07M Buy
19,703
+601
+3% +$32.1K 0.02% 294
2021
Q1 		$980K Sell
19,102
-111
-0.6% -$5.51K 0.02% 283
2020
Q4 		$917K Sell
19,213
-144
-0.7% -$6.42K 0.02% 283
2020
Q3 		$800K Sell
19,357
-1,615
-8% -$67.6K 0.02% 278
2020
Q2 		$818K Sell
20,972
-218
-1% -$8.09K 0.03% 271
2020
Q1 		$700K Sell
21,190
-1,094
-5% -$46.2K 0.03% 272
2019
Q4 		$1.07M Buy
+22,284
New +$1.02M 0.03% 260

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