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

Lionshead 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
-5,268
Closed -$258K – 99
2024
Q4 		$258K Buy
+5,268
New +$269K 0.19% 95

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UA
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CWM
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
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

Lionshead Wealth Management's DGS Position: Q1 2025 in Review

Lionshead Wealth Management sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q1 2025, closing a stake of 5,268 shares — an estimated $258K sold.

Lionshead Wealth Management first reported a position in DGS in Q4 2024 and held it in 1 quarter. The position peaked at $258K in Q4 2024. 224 funds tracked by Wall St. Rank hold DGS as of Q1 2025.

  • Lionshead Wealth Management reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q1 2025 after selling out during the quarter.
  • Lionshead Wealth Management sold 5,268 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2025, an estimated $258K.
  • Lionshead Wealth Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2024 and held it in 1 quarter.
  • Lionshead Wealth Management's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $258K in Q4 2024.
  • 224 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2025.

Based on Lionshead Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.