Marathon Strategic Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Marathon Strategic 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
2026 Q1	$2.07M	Buy	34,494 +1,095	+3%	+$66.9K	1.49%	17
2025 Q4	$1.91M	Buy	33,399 +1,089	+3%	+$61.9K	1.46%	17
2025 Q3	$1.84M	Buy	32,310 +905	+3%	+$51.3K	1.48%	19
2025 Q2	$1.73M	Buy	31,405 +806	+3%	+$41.3K	1.61%	17
2025 Q1	$1.48M	Buy	30,599 +422	+1%	+$20.7K	1.59%	17
2024 Q4	$1.48M	Buy	30,177 +1,819	+6%	+$92.9K	1.6%	16
2024 Q3	$1.52M	Buy	28,358 +2,001	+8%	+$104K	1.61%	16
2024 Q2	$1.36M	Buy	26,357 +237	+0.9%	+$12.2K	1.58%	17
2024 Q1	$1.33M	Buy	26,120 +538	+2%	+$26.6K	1.62%	13
2023 Q4	$1.28M	Buy	+25,582	New	+$1.2M	1.73%	16

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 $97.7B AUM 31.26% 1-Year Est. Return

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

HighTower Advisors

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

Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return

Envestnet Asset Management

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

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Fifth Third Bancorp

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return