Prosperity Consulting Group’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Prosperity Consulting Group’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	$6.22M	Sell	103,469 -8,680	-8%	-$531K	0.28%	65
2025 Q4	$6.42M	Sell	112,149 -4,831	-4%	-$275K	0.29%	64
2025 Q3	$6.68M	Sell	116,980 -12,326	-10%	-$698K	0.33%	57
2025 Q2	$7.14M	Sell	129,306 -9,668	-7%	-$495K	0.52%	43
2025 Q1	$6.71M	Sell	138,974 -4,897	-3%	-$240K	0.52%	40
2024 Q4	$7.04M	Sell	143,871 -16,860	-10%	-$861K	0.53%	41
2024 Q3	$8.63M	Sell	160,731 -10,509	-6%	-$547K	0.67%	32
2024 Q2	$8.81M	Sell	171,240 -26,673	-13%	-$1.37M	1.19%	15
2024 Q1	$10.1M	Buy	+197,913	New	+$9.79M	1.26%	14

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 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

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 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