Stonebridge Financial Group (Pennsylvania)’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 Q2	–	Sell	-64	Closed	-$3.09K	–	402
2025 Q1	$3.09K	Hold	64	–	–	﹤0.01%	755
2024 Q4	$3.13K	Buy	+64	New	+$3.27K	﹤0.01%	726

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

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

Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 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

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

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

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

Stonebridge Financial Group (Pennsylvania)'s DGS Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2025, closing a stake of 64 shares — an estimated $3.09K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in DGS in Q4 2024 and held it in 2 quarters. The position peaked at $3.13K in Q4 2024. 230 funds tracked by Wall St. Rank hold DGS as of Q2 2025.

Stonebridge Financial Group (Pennsylvania) reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q2 2025 after selling out during the quarter.
Stonebridge Financial Group (Pennsylvania) sold 64 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2025, an estimated $3.09K.
Stonebridge Financial Group (Pennsylvania) first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2024 and held it in 2 quarters.
Stonebridge Financial Group (Pennsylvania)'s WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $3.13K in Q4 2024.
230 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.