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

Sachetta’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 Q2	$3.82K	Hold	59	–	–	﹤0.01%	723
2026 Q1	$3.55K	Hold	59	–	–	﹤0.01%	762
2025 Q4	$3.38K	Hold	59	–	–	﹤0.01%	639
2025 Q3	$3.37K	Sell	59 -60	-50%	-$3.4K	﹤0.01%	700
2025 Q2	$6.57K	Hold	119	–	–	﹤0.01%	529
2025 Q1	$5.75K	Hold	119	–	–	﹤0.01%	530
2024 Q4	$5.82K	Sell	119 -14	-11%	-$715	﹤0.01%	563
2024 Q3	$7.14K	Hold	133	–	–	﹤0.01%	549
2024 Q2	$6.78K	Sell	133 -123	-48%	-$6.33K	﹤0.01%	526
2024 Q1	$12.8K	Hold	256	–	–	0.01%	369
2023 Q4	$12.8K	Buy	+256	New	+$12K	0.01%	369

Other funds holding DGS

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

Leibman Financial Services Louisville, Nebraska $150M AUM 20.45% 1-Year Est. Return

Midway Capital Research & Management Chicago, Illinois $126M AUM

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return

Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Shrier Wealth Management Los Angeles, California $296M AUM

Evanson Financial Mclean, Virginia $2.04B AUM