Wealth Enhancement Advisory Services
DGS icon

Wealth Enhancement Advisory Services’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Wealth Enhancement Advisory 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
Q2 		$336K Sell
30,413
-762
-2% -$48.9K ﹤0.01% 3087
2026
Q1 		$343K Sell
31,175
-24,390
-44% -$1.49M ﹤0.01% 2646
2025
Q4 		$3.25M Buy
55,565
+1,468
+3% +$83.5K ﹤0.01% 1241
2025
Q3 		$3.08M Buy
54,097
+615
+1% +$34.8K ﹤0.01% 1196
2025
Q2 		$3.01M Sell
53,482
-2,190
-4% -$112K 0.01% 1144
2025
Q1 		$2.69M Sell
55,672
-1,673
-3% -$82.1K 0.01% 1098
2024
Q4 		$2.81M Buy
57,345
+1,204
+2% +$61.5K 0.01% 1026
2024
Q3 		$3.01M Sell
56,141
-2,322
-4% -$121K 0.01% 892
2024
Q2 		$3.01M Sell
58,463
-3,699
-6% -$190K 0.01% 846
2024
Q1 		$3.16M Sell
62,162
-1,153
-2% -$57.1K 0.01% 796
2023
Q4 		$3.16M Sell
63,315
-1,268
-2% -$59.3K 0.01% 748
2023
Q3 		$2.99M Buy
+64,583
New +$3.09M 0.01% 715

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LFS
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MCRM
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SS
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FRA
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FWP
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EWM
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NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
SWM
Shrier Wealth Management Los Angeles, California $296M AUM
EF
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