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

NewEdge 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	–	Sell	-52	Closed	-$2.53K	–	4027
2025 Q1	$2.53K	Sell	52 -101	-66%	-$4.95K	﹤0.01%	3459
2024 Q4	$7.48K	Sell	153 -13	-8%	-$664	﹤0.01%	3116
2024 Q3	$8.92K	Buy	166 +6	+4%	+$312	﹤0.01%	2979
2024 Q2	$8.23K	Hold	160	–	–	﹤0.01%	2931
2024 Q1	$8.14K	Hold	160	–	–	﹤0.01%	2963
2023 Q4	$7.99K	Hold	160	–	–	﹤0.01%	2951
2023 Q3	$7.4K	Hold	160	–	–	﹤0.01%	2681
2023 Q2	$7.45K	Hold	160	–	–	﹤0.01%	2691
2023 Q1	$7.33K	Sell	160 -317	-66%	-$14.5K	﹤0.01%	2668
2022 Q4	$14K	Buy	+477	New	+$20.2K	﹤0.01%	2257
2018 Q1	–	Sell	-8,704	Closed	-$469K	–	496
2017 Q4	$469K	Buy	+8,704	New	+$432K	0.06%	245

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 $1.32B AUM 20.39% 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

NewEdge Advisors's DGS Position: Q2 2025 in Review

NewEdge Advisors sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2025, closing a stake of 52 shares — an estimated $2.53K sold.

NewEdge Advisors first reported a position in DGS in Q4 2017 and held it in 11 quarters. The position peaked at $469K in Q4 2017. 230 funds tracked by Wall St. Rank hold DGS as of Q2 2025.

NewEdge Advisors reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q2 2025 after selling out during the quarter.
NewEdge Advisors sold 52 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2025, an estimated $2.53K.
NewEdge Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2017 and held it in 11 quarters.
NewEdge Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $469K in Q4 2017.
230 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2025.

Based on NewEdge Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.