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

OneDigital Investment 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
Q1 		– Sell
-10,125
Closed -$495K – 1423
2024
Q4 		$495K Buy
10,125
+132
+1% +$6.74K 0.01% 894
2024
Q3 		$537K Buy
9,993
+326
+3% +$17K 0.01% 909
2024
Q2 		$497K Sell
9,667
-6
-0.1% -$309 0.01% 903
2024
Q1 		$492K Buy
9,673
+337
+4% +$16.7K 0.01% 745
2023
Q4 		$466K Sell
9,336
-1,235
-12% -$57.8K 0.01% 743
2023
Q3 		$489K Sell
10,571
-100
-0.9% -$4.78K 0.01% 655
2023
Q2 		$497K Hold
10,671
– – 0.01% 644
2023
Q1 		$489K Buy
10,671
+182
+2% +$8.35K 0.01% 631
2022
Q4 		$461K Sell
10,489
-400
-4% -$16.9K 0.01% 544
2022
Q3 		$434K Buy
10,889
+431
+4% +$19K 0.02% 500
2022
Q2 		$467K Buy
10,458
+2,672
+34% +$133K 0.02% 433
2022
Q1 		$415K Buy
7,786
+1,563
+25% +$82.1K 0.02% 497
2021
Q4 		$329K Buy
6,223
+1,151
+23% +$60.6K 0.01% 569
2021
Q3 		$271K Buy
5,072
+956
+23% +$51.9K 0.01% 600
2021
Q2 		$224K Buy
+4,116
New +$220K 0.01% 642

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
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

OneDigital Investment Advisors's DGS Position: Q1 2025 in Review

OneDigital Investment Advisors sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q1 2025, closing a stake of 10,125 shares — an estimated $495K sold.

OneDigital Investment Advisors first reported a position in DGS in Q2 2021 and held it in 15 quarters. The position peaked at $537K in Q3 2024. 224 funds tracked by Wall St. Rank hold DGS as of Q1 2025.

  • OneDigital Investment Advisors reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q1 2025 after selling out during the quarter.
  • OneDigital Investment Advisors sold 10,125 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2025, an estimated $495K.
  • OneDigital Investment Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q2 2021 and held it in 15 quarters.
  • OneDigital Investment Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $537K in Q3 2024.
  • 224 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2025.

Based on OneDigital Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.