MGO One Seven’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

MGO One Seven’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	-3,723	Closed	-$213K	–	1420
2025 Q3	$213K	Sell	3,723 -612	-14%	-$34.7K	﹤0.01%	1222
2025 Q2	$239K	Sell	4,335 -125	-3%	-$6.4K	0.01%	1052
2025 Q1	$215K	Hold	4,460	–	–	0.01%	996
2024 Q4	$218K	Sell	4,460 -24	-0.5%	-$1.23K	0.01%	979
2024 Q3	$241K	Buy	+4,484	New	+$234K	0.01%	866
2019 Q1	–	Sell	-127	Closed	-$5K	–	688
2018 Q4	$5K	Buy	+127	New	+$5.39K	﹤0.01%	1353
2018 Q1	$7K	Hold	127	–	–	﹤0.01%	1194
2017 Q4	$7K	Buy	+127	New	+$6.3K	﹤0.01%	1178

Other funds holding DGS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MGO One Seven's DGS Position: Q4 2025 in Review

MGO One Seven sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q4 2025, closing a stake of 3,723 shares — an estimated $213K sold.

MGO One Seven first reported a position in DGS in Q4 2017 and held it in 8 quarters. The position peaked at $241K in Q3 2024. 253 funds tracked by Wall St. Rank hold DGS as of Q4 2025.

MGO One Seven reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q4 2025 after selling out during the quarter.
MGO One Seven sold 3,723 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q4 2025, an estimated $213K.
MGO One Seven first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2017 and held it in 8 quarters.
MGO One Seven's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $241K in Q3 2024.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q4 2025.

Based on MGO One Seven's 13F filing for Q4 2025, filed 3 Feb 2026.