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PFG Investments’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

PFG Investments’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 		$363K Buy
6,047
+36
+0.6% +$2.2K 0.02% 760
2025
Q4 		$344K Sell
6,011
-810
-12% -$46.1K 0.02% 735
2025
Q3 		$390K Buy
6,821
+93
+1% +$5.27K 0.02% 653
2025
Q2 		$372K Buy
6,728
+63
+0.9% +$3.23K 0.02% 633
2025
Q1 		$322K Buy
6,665
+1,309
+24% +$64.2K 0.02% 669
2024
Q4 		$262K Buy
5,356
+32
+0.6% +$1.64K 0.02% 775
2024
Q3 		$286K Buy
5,324
+58
+1% +$3.02K 0.02% 729
2024
Q2 		$271K Buy
5,266
+68
+1% +$3.5K 0.02% 696
2024
Q1 		$264K Sell
5,198
-10
-0.2% -$495 0.02% 793
2023
Q4 		$260K Buy
5,208
+293
+6% +$13.7K 0.05% 386
2023
Q3 		$227K Buy
4,915
+80
+2% +$3.82K 0.04% 430
2023
Q2 		$225K Buy
4,835
+93
+2% +$4.32K 0.04% 438
2023
Q1 		$217K Buy
+4,742
New +$217K 0.04% 421

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