TFS
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Thoroughbred Financial Services’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Thoroughbred Financial Services’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
Q1 		$378K Buy
6,289
+157
+3% +$9.6K 0.02% 444
2025
Q4 		$351K Sell
6,132
-114
-2% -$6.48K 0.02% 448
2025
Q3 		$356K Buy
6,246
+16
+0.3% +$907 0.02% 444
2025
Q2 		$344K Sell
6,230
-2,167
-26% -$111K 0.02% 437
2025
Q1 		$405K Sell
8,397
-1,490
-15% -$73.1K 0.03% 468
2024
Q4 		$483K Buy
9,887
+8
+0.1% +$409 0.03% 412
2024
Q3 		$530K Buy
9,879
+1,438
+17% +$74.9K 0.03% 380
2024
Q2 		$434K Buy
8,441
+2,923
+53% +$151K 0.03% 407
2024
Q1 		$280K Sell
5,518
-3,223
-37% -$159K 0.03% 382
2023
Q4 		$436K Buy
8,741
+11
+0.1% +$515 0.04% 391
2023
Q3 		$403K Buy
8,730
+2,878
+49% +$138K 0.04% 364
2023
Q2 		$272K Buy
+5,852
New +$272K 0.04% 345

Other funds holding DGS

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National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return