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DGS icon

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

&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
2026
Q1 		$344K Sell
5,726
-196
-3% -$12K ﹤0.01% 1901
2025
Q4 		$335K Buy
5,922
+88
+2% +$5K ﹤0.01% 1849
2025
Q3 		$333K Sell
5,834
-79
-1% -$4.48K ﹤0.01% 1690
2025
Q2 		$327K Sell
5,913
-318
-5% -$16.3K ﹤0.01% 1579
2025
Q1 		$303K Sell
6,231
-3,808
-38% -$187K ﹤0.01% 1405
2024
Q4 		$491K Buy
10,039
+276
+3% +$14.1K 0.01% 1081
2024
Q3 		$524K Sell
9,763
-2,243
-19% -$117K 0.01% 849
2024
Q2 		$618K Buy
12,006
+3,037
+34% +$156K 0.03% 474
2024
Q1 		$456K Buy
+8,969
New +$444K 0.06% 284

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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return