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REAP Financial Group’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

REAP Financial 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 		$3.91K Hold
65
– – ﹤0.01% 451
2025
Q4 		$3.72K Hold
65
– – ﹤0.01% 462
2025
Q3 		$3.71K Hold
65
– – ﹤0.01% 435
2025
Q2 		$3.59K Hold
65
– – ﹤0.01% 430
2025
Q1 		$3.14K Buy
65
+4
+7% +$196 ﹤0.01% 464
2024
Q4 		$2.98K Sell
61
-4
-6% -$204 ﹤0.01% 485
2024
Q3 		$3.49K Buy
65
+1
+2% +$52 ﹤0.01% 484
2024
Q2 		$3.29K Hold
64
– – ﹤0.01% 449
2024
Q1 		$3.25K Sell
64
-145
-69% -$7.17K ﹤0.01% 477
2023
Q4 		$10.4K Buy
+209
New +$9.78K ﹤0.01% 390

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