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

Ridgewood 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
2025 Q3	–	Sell	-206	Closed	-$11.4K	–	320
2025 Q2	$11.4K	Hold	206	–	–	﹤0.01%	505
2025 Q1	$9.95K	Hold	206	–	–	﹤0.01%	484
2024 Q4	$10.1K	Hold	206	–	–	﹤0.01%	490
2024 Q3	$11.1K	Hold	206	–	–	0.01%	495
2024 Q2	$10.6K	Buy	+206	New	+$10.6K	0.01%	503
2023 Q3	–	Sell	-206	Closed	-$9.59K	–	318
2023 Q2	$9.59K	Hold	206	–	–	0.01%	516
2023 Q1	$9.43K	Buy	+206	New	+$9.45K	0.01%	519

Other funds holding DGS

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ridgewood Investments's DGS Position: Q3 2025 in Review

Ridgewood Investments sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q3 2025, closing a stake of 206 shares — an estimated $11.4K sold.

Ridgewood Investments first reported a position in DGS in Q1 2023 and held it in 7 quarters. The position peaked at $11.4K in Q2 2025. 230 funds tracked by Wall St. Rank hold DGS as of Q3 2025.

Ridgewood Investments reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 206 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q3 2025, an estimated $11.4K.
Ridgewood Investments first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2023 and held it in 7 quarters.
Ridgewood Investments's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $11.4K in Q2 2025.
230 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.