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Synergy Investment Management’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Synergy Investment Management’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
Q1 		– Sell
-310
Closed -$15.2K – 613
2024
Q4 		$15.2K Buy
+310
New +$15.8K 0.01% 350

Other funds holding DGS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Synergy Investment Management's DGS Position: Q1 2025 in Review

Synergy Investment Management sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q1 2025, closing a stake of 310 shares — an estimated $15.2K sold.

Synergy Investment Management first reported a position in DGS in Q4 2024 and held it in 1 quarter. The position peaked at $15.2K in Q4 2024. 224 funds tracked by Wall St. Rank hold DGS as of Q1 2025.

  • Synergy Investment Management reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q1 2025 after selling out during the quarter.
  • Synergy Investment Management sold 310 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2025, an estimated $15.2K.
  • Synergy Investment Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2024 and held it in 1 quarter.
  • Synergy Investment Management's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $15.2K in Q4 2024.
  • 224 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2025.

Based on Synergy Investment Management's 13F filing for Q1 2025, filed 30 Apr 2025.