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Summit Trail Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Summit Trail Advisors’s Portfolio DGS Stock Details DGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-6,205
Closed -$300K – 1125
2025
Q1 		$300K Buy
6,205
+1,067
+21% +$51.5K 0.01% 328
2024
Q4 		$251K Hold
5,138
– – 0.01% 326
2024
Q3 		$276K Buy
+5,138
New +$276K 0.01% 572