Moser Wealth Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Moser Wealth 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
2025 Q2	$800K	Sell	14,476 -8,485	-37%	-$434K	0.38%	50
2025 Q1	$1.11M	Sell	22,961 -697	-3%	-$34.2K	0.58%	35
2024 Q4	$1.16M	Sell	23,658 -1,563	-6%	-$79.9K	0.6%	36
2024 Q3	$1.35M	Buy	25,221 +151	+0.6%	+$7.86K	0.7%	36
2024 Q2	$1.29M	Sell	25,070 -243	-1%	-$12.5K	0.7%	35
2024 Q1	$1.29M	Buy	25,313 +2,751	+12%	+$136K	0.72%	35
2023 Q4	$1.13M	Buy	22,562 +573	+3%	+$26.8K	0.72%	34
2023 Q3	$1.02M	Sell	21,989 -32	-0.1%	-$1.53K	0.71%	32
2023 Q2	$1.02M	Buy	+22,021	New	+$1.02M	0.69%	36
2022 Q4	$981K	Sell	22,297 -1,743	-7%	-$73.8K	0.74%	34
2022 Q3	$957K	Sell	24,040 -329	-1%	-$14.5K	0.75%	36
2022 Q2	$1.09M	Buy	24,369 +667	+3%	+$33.1K	0.81%	33
2022 Q1	$1.26M	Buy	23,702 +2,744	+13%	+$144K	0.79%	31
2021 Q4	$1.11M	Buy	20,958 +11	+0.1%	+$579	0.67%	37
2021 Q3	$1.12M	Buy	20,947 +327	+2%	+$17.8K	0.72%	34
2021 Q2	$1.12M	Buy	20,620 +310	+2%	+$16.5K	0.72%	34
2021 Q1	$1.04M	Buy	20,310 +9	+0%	+$446	0.73%	34
2020 Q4	$969K	Sell	20,301 -1,159	-5%	-$51.7K	0.71%	36
2020 Q3	$887K	Sell	21,460 -459	-2%	-$19.2K	0.71%	32
2020 Q2	$855K	Buy	21,919 +860	+4%	+$31.9K	0.82%	30
2020 Q1	$696K	Buy	21,059 +1	+0%	+$42	0.81%	30
2019 Q4	$1.01M	Buy	+21,058	New	+$965K	0.97%	25

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

Moser Wealth Advisors's DGS Position: Q2 2025 in Review

Moser Wealth Advisors reduced its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 37% in Q2 2025, selling an estimated $434K and leaving 14,476 shares worth $800K. The position accounts for 0.38% of the portfolio, ranked #50.

Moser Wealth Advisors first reported a position in DGS in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.35M in Q3 2024. 230 funds tracked by Wall St. Rank hold DGS as of Q2 2025.

Moser Wealth Advisors held 14,476 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $800K as of Q2 2025.
Moser Wealth Advisors sold 8,485 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2025, an estimated $434K.
WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.38% of Moser Wealth Advisors's portfolio in Q2 2025, its #50 holding.
Moser Wealth Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2019 and has held it in 22 quarters since.
Moser Wealth Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $1.35M in Q3 2024.
230 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.