NorthRock Partners’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

NorthRock Partners’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	-1,445	Closed	-$69.8K	–	722
2025 Q1	$69.8K	Sell	1,445 -39	-3%	-$1.91K	﹤0.01%	655
2024 Q4	$72.6K	Sell	1,484 -75	-5%	-$3.83K	﹤0.01%	636
2024 Q3	$83.7K	Buy	1,559 +540	+53%	+$28.1K	﹤0.01%	668
2024 Q2	$52.4K	Buy	+1,019	New	+$52.5K	﹤0.01%	665
2019 Q1	–	Sell	-19,926	Closed	-$834K	–	98
2018 Q4	$834K	Buy	+19,926	New	+$846K	0.25%	27

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

NorthRock Partners's DGS Position: Q2 2025 in Review

NorthRock Partners sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2025, closing a stake of 1,445 shares — an estimated $69.8K sold.

NorthRock Partners first reported a position in DGS in Q4 2018 and held it in 5 quarters. The position peaked at $834K in Q4 2018. 231 funds tracked by Wall St. Rank hold DGS as of Q2 2025.

NorthRock Partners reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q2 2025 after selling out during the quarter.
NorthRock Partners sold 1,445 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2025, an estimated $69.8K.
NorthRock Partners first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2018 and held it in 5 quarters.
NorthRock Partners's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $834K in Q4 2018.
231 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2025.

Based on NorthRock Partners's 13F filing for Q2 2025, filed 25 Jul 2025.