TD Capital Management’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

TD Capital 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
2024 Q4	–	Sell	-71	Closed	-$3.8K	–	588
2024 Q3	$3.8K	Buy	71 +1	+1%	+$52	﹤0.01%	361
2024 Q2	$3.6K	Buy	70 +1	+1%	+$51	﹤0.01%	337
2024 Q1	$3.51K	Hold	69	–	–	﹤0.01%	352
2023 Q4	$3.44K	Buy	69 +1	+1%	+$47	﹤0.01%	344
2023 Q3	$3.16K	Sell	68 -230	-77%	-$11K	﹤0.01%	347
2023 Q2	$13.9K	Buy	298 +6	+2%	+$279	﹤0.01%	256
2023 Q1	$13.4K	Buy	292 +1	+0.3%	+$46	﹤0.01%	252
2022 Q4	$12.8K	Buy	291 +2	+0.7%	+$85	﹤0.01%	237
2022 Q3	$12K	Buy	+289	New	+$12.8K	﹤0.01%	225
2022 Q1	–	Sell	-276	Closed	-$15K	–	161
2021 Q4	$15K	Buy	276 +3	+1%	+$158	﹤0.01%	243
2021 Q3	$15K	Buy	273 +3	+1%	+$163	﹤0.01%	229
2021 Q2	$15K	Buy	+270	New	+$14.4K	﹤0.01%	216

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

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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

TD Capital Management's DGS Position: Q4 2024 in Review

TD Capital Management sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q4 2024, closing a stake of 71 shares — an estimated $3.8K sold.

TD Capital Management first reported a position in DGS in Q2 2021 and held it in 12 quarters. The position peaked at $15K in Q4 2021. 243 funds tracked by Wall St. Rank hold DGS as of Q4 2024.

TD Capital Management reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q4 2024 after selling out during the quarter.
TD Capital Management sold 71 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q4 2024, an estimated $3.8K.
TD Capital Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q2 2021 and held it in 12 quarters.
TD Capital Management's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $15K in Q4 2021.
243 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q4 2024.

Based on TD Capital Management's 13F filing for Q4 2024, filed 5 Feb 2025.