Laurel Wealth Planning’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Laurel Wealth Planning’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 Q2	–	Sell	-4,762	Closed	-$230K	–	57
2025 Q1	$230K	Sell	4,762 -103,647	-96%	-$5.08M	0.15%	52
2024 Q4	$5.3M	Sell	108,409 -13,552	-11%	-$692K	3.42%	11
2024 Q3	$6.55M	Sell	121,961 -7,193	-6%	-$375K	4.28%	8
2024 Q2	$6.64M	Buy	129,154 +3,916	+3%	+$202K	4.62%	8
2024 Q1	$6.37M	Buy	125,238 +11,788	+10%	+$583K	4.23%	9
2023 Q4	$5.66M	Buy	113,450 +94,390	+495%	+$4.42M	4.01%	9
2023 Q3	$882K	Buy	19,060 +2,127	+13%	+$102K	0.69%	34
2023 Q2	$788K	Buy	16,933 +2,963	+21%	+$138K	0.56%	38
2023 Q1	$640K	Buy	13,970 +2,506	+22%	+$115K	0.42%	43
2022 Q4	$504K	Buy	+11,464	New	+$485K	0.33%	46

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

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

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Laurel Wealth Planning's DGS Position: Q2 2025 in Review

Laurel Wealth Planning sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2025, closing a stake of 4,762 shares — an estimated $230K sold.

Laurel Wealth Planning first reported a position in DGS in Q4 2022 and held it in 10 quarters. The position peaked at $6.64M in Q2 2024. 230 funds tracked by Wall St. Rank hold DGS as of Q2 2025.

Laurel Wealth Planning reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q2 2025 after selling out during the quarter.
Laurel Wealth Planning sold 4,762 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2025, an estimated $230K.
Laurel Wealth Planning first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2022 and held it in 10 quarters.
Laurel Wealth Planning's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $6.64M in Q2 2024.
230 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2025.

Based on Laurel Wealth Planning's 13F filing for Q2 2025, filed 8 Aug 2025.