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Trademark Financial Management’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Trademark Financial 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
-3,796
Closed -$204K – 94
2024
Q3 		$204K Sell
3,796
-156
-4% -$8.12K 0.16% 91
2024
Q2 		$203K Sell
3,952
-1,029
-21% -$53K 0.17% 85
2024
Q1 		$253K Sell
4,981
-185
-4% -$9.15K 0.21% 72
2023
Q4 		$258K Buy
+5,166
New +$242K 0.19% 79

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

Trademark Financial Management's DGS Position: Q4 2024 in Review

Trademark Financial Management sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q4 2024, closing a stake of 3,796 shares — an estimated $204K sold.

Trademark Financial Management first reported a position in DGS in Q4 2023 and held it in 4 quarters. The position peaked at $258K in Q4 2023. 243 funds tracked by Wall St. Rank hold DGS as of Q4 2024.

  • Trademark Financial Management reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q4 2024 after selling out during the quarter.
  • Trademark Financial Management sold 3,796 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q4 2024, an estimated $204K.
  • Trademark Financial Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2023 and held it in 4 quarters.
  • Trademark Financial Management's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $258K in Q4 2023.
  • 243 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q4 2024.

Based on Trademark Financial Management's 13F filing for Q4 2024, filed 30 Jan 2025.