United Capital Financial Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

United Capital Financial Advisors’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	$520K	Buy	8,650 +150	+2%	+$9.17K	﹤0.01%	1055
2025 Q4	$487K	Hold	8,500	–	–	﹤0.01%	968
2025 Q3	$485K	Sell	8,500 -34	-0.4%	-$1.93K	﹤0.01%	868
2025 Q2	$471K	Hold	8,534	–	–	﹤0.01%	800
2025 Q1	$412K	Sell	8,534 -1,185	-12%	-$58.1K	﹤0.01%	805
2024 Q4	$475K	Sell	9,719 -200	-2%	-$10.2K	﹤0.01%	745
2024 Q3	$533K	Sell	9,919 -378	-4%	-$19.7K	﹤0.01%	710
2024 Q2	$530K	Sell	10,297 -41	-0.4%	-$2.11K	﹤0.01%	698
2024 Q1	$526K	Sell	10,338 -38	-0.4%	-$1.88K	﹤0.01%	726
2023 Q4	$518K	Sell	10,376 -38	-0.4%	-$1.78K	﹤0.01%	715
2023 Q3	$482K	Hold	10,414	–	–	﹤0.01%	642
2023 Q2	$485K	Sell	10,414 -259	-2%	-$12K	﹤0.01%	684
2023 Q1	$489K	Sell	10,673 -41	-0.4%	-$1.88K	﹤0.01%	726
2022 Q4	$471K	Sell	10,714 -315	-3%	-$13.3K	﹤0.01%	771
2022 Q3	$439K	Sell	11,029 -3,038	-22%	-$134K	﹤0.01%	789
2022 Q2	$628K	Hold	14,067	–	–	﹤0.01%	738
2022 Q1	$750K	Buy	14,067 +36	+0.3%	+$1.89K	﹤0.01%	740
2021 Q4	$743K	Hold	14,031	–	–	﹤0.01%	757
2021 Q3	$750K	Buy	14,031 +1,105	+9%	+$60K	﹤0.01%	750
2021 Q2	$704K	Hold	12,926	–	–	﹤0.01%	784
2021 Q1	$663K	Sell	12,926 -1,349	-9%	-$66.9K	﹤0.01%	770
2020 Q4	$681K	Sell	14,275 -14,038	-50%	-$626K	﹤0.01%	772
2020 Q3	$1.17M	Sell	28,313 -815	-3%	-$34.1K	0.01%	615
2020 Q2	$1.14M	Buy	29,128 +154	+0.5%	+$5.71K	0.01%	623
2020 Q1	$957K	Sell	28,974 -9,536	-25%	-$403K	0.01%	643
2019 Q4	$1.84M	Sell	38,510 -986	-2%	-$45.2K	0.01%	619
2019 Q3	$1.75M	Buy	39,496 +1,381	+4%	+$63.2K	0.01%	614
2019 Q2	$1.79M	Buy	38,115 +1,088	+3%	+$50.6K	0.01%	652
2019 Q1	$1.74M	Sell	37,027 -7,392	-17%	-$338K	0.01%	629
2018 Q4	$1.86M	Sell	44,419 -4,878	-10%	-$207K	0.01%	577
2018 Q3	$2.25M	Buy	49,297 +591	+1%	+$27.8K	0.02%	584
2018 Q2	$2.32M	Buy	48,706 +3,920	+9%	+$203K	0.02%	560
2018 Q1	$2.42M	Buy	44,786 +5,459	+14%	+$296K	0.02%	541
2017 Q4	$2.03M	Sell	39,327 -34	-0.1%	-$1.69K	0.02%	581
2017 Q3	$1.93M	Buy	39,361 +11,330	+40%	+$546K	0.02%	580
2017 Q2	$1.28M	Sell	28,031 -692	-2%	-$31.5K	0.01%	696
2017 Q1	$1.29M	Sell	28,723 -291	-1%	-$12.5K	0.01%	670
2016 Q4	$1.14M	Sell	29,014 -803	-3%	-$32.2K	0.01%	720
2016 Q3	$1.25M	Sell	29,817 -1,219	-4%	-$50.5K	0.01%	718
2016 Q2	$1.21M	Sell	31,036 -100	-0.3%	-$3.76K	0.01%	679
2016 Q1	$1.18M	Sell	31,136 -563	-2%	-$19.3K	0.01%	663
2015 Q4	$1.11M	Sell	31,699 -647	-2%	-$23.8K	0.01%	666
2015 Q3	$1.15M	Sell	32,346 -4,829	-13%	-$187K	0.01%	656
2015 Q2	$1.61M	Sell	37,175 -22,996	-38%	-$1.05M	0.02%	621
2015 Q1	$2.81M	Sell	60,171 -8,044	-12%	-$353K	0.03%	480
2014 Q4	$2.94M	Sell	68,215 -868	-1%	-$38.6K	0.04%	375
2014 Q3	$3.19M	Sell	69,083 -3,747	-5%	-$183K	0.06%	326
2014 Q2	$3.49M	Sell	72,830 -15,602	-18%	-$741K	0.06%	291
2014 Q1	$4.12M	Buy	88,432 +82,657	+1,431%	+$3.71M	0.09%	230
2013 Q4	$266K	Sell	5,775 -54,421	-90%	-$2.57M	0.01%	547
2013 Q3	$2.81M	Buy	60,196 +10,739	+22%	+$496K	0.09%	211
2013 Q2	$2.28M	Buy	+49,457	New	+$2.5M	0.06%	288