SS
DGS icon

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

Sound Stewardship’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 		$2.4M Buy
37,097
+2,408
+7% +$155K 0.99% 22
2026
Q1 		$2.08M Sell
34,689
-1,207
-3% -$73.8K 0.96% 23
2025
Q4 		$2.05M Buy
35,896
+154
+0.4% +$8.76K 0.98% 23
2025
Q3 		$2.04M Buy
35,742
+1,419
+4% +$80.4K 0.98% 23
2025
Q2 		$1.9M Buy
34,323
+2,566
+8% +$131K 0.98% 24
2025
Q1 		$1.53M Buy
31,757
+735
+2% +$36.1K 0.87% 25
2024
Q4 		$1.52M Buy
31,022
+255
+0.8% +$13K 0.9% 23
2024
Q3 		$1.65M Sell
30,767
-1,388
-4% -$72.3K 0.93% 24
2024
Q2 		$1.65M Sell
32,155
-24,963
-44% -$1.29M 1.01% 23
2024
Q1 		$2.91M Sell
57,118
-4,925
-8% -$244K 1.76% 18
2023
Q4 		$3.1M Buy
62,043
+1,282
+2% +$60K 2.05% 19
2023
Q3 		$2.81M Sell
60,761
-100
-0.2% -$4.78K 1.89% 23
2023
Q2 		$2.83M Sell
60,861
-670
-1% -$31.1K 1.86% 23
2023
Q1 		$2.82M Buy
61,531
+4,083
+7% +$187K 1.9% 23
2022
Q4 		$2.53M Buy
+57,448
New +$2.43M 1.87% 22

Other funds holding DGS

SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
LFS
Leibman Financial Services Louisville, Nebraska $150M AUM 20.45% 1-Year Est. Return
MCRM
Midway Capital Research & Management Chicago, Illinois $126M AUM
FRA
FFG Retirement Advisors Centennial, Colorado $189M AUM 16.39% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
SWM
Shrier Wealth Management Los Angeles, California $296M AUM
EF
Evanson Financial Mclean, Virginia $2.04B AUM
TBFA
Three Bearings Fiduciary Advisors Hampton, New Hampshire $112M AUM