Redmont Wealth Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Redmont Wealth 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 Q4	$859	Hold	15	–	–	﹤0.01%	291
2025 Q3	$857	Hold	15	–	–	﹤0.01%	297
2025 Q2	$829	Hold	15	–	–	﹤0.01%	293
2025 Q1	$725	Buy	+15	New	+$736	﹤0.01%	164
2024 Q4	–	Sell	-15	Closed	-$806	–	133
2024 Q3	$806	Hold	15	–	–	﹤0.01%	307
2024 Q2	$772	Buy	+15	New	+$772	﹤0.01%	324
2023 Q1	–	Sell	-6,740	Closed	-$296K	–	78
2022 Q4	$296K	Hold	6,740	–	–	0.35%	77
2022 Q3	$268K	Hold	6,740	–	–	0.35%	73
2022 Q2	$301K	Hold	6,740	–	–	0.36%	66
2022 Q1	$359K	Hold	6,740	–	–	0.38%	61
2021 Q4	$357K	Buy	+6,740	New	+$355K	0.38%	60

Other funds holding DGS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Redmont Wealth Advisors's DGS Position: Q4 2025 in Review

Redmont Wealth Advisors held its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) position steady in Q4 2025 at 15 shares worth $859. The position accounts for ﹤0.01% of the portfolio, ranked #291.

Redmont Wealth Advisors first reported a position in DGS in Q4 2021 and has held it in 11 quarters since. The position peaked at $359K in Q1 2022. 253 funds tracked by Wall St. Rank hold DGS as of Q4 2025.

Redmont Wealth Advisors held 15 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $859 as of Q4 2025.
Redmont Wealth Advisors left its WisdomTree Emerging Markets SmallCap Dividend Fund share count unchanged in Q4 2025.
WisdomTree Emerging Markets SmallCap Dividend Fund made up ﹤0.01% of Redmont Wealth Advisors's portfolio in Q4 2025, its #291 holding.
Redmont Wealth Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2021 and has held it in 11 quarters since.
Redmont Wealth Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $359K in Q1 2022.
253 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.