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

626 Financial’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
2022 Q2	–	Sell	-4,346	Closed	-$232K	–	106
2022 Q1	$232K	Sell	4,346 -879	-17%	-$46.2K	0.15%	90
2021 Q4	$277K	Buy	+5,225	New	+$275K	0.17%	85
2021 Q1	$232K	Buy	+4,346	New	+$216K	0.15%	90

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FPIS

Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 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

AWM

Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return

626 Financial's DGS Position: Q2 2022 in Review

626 Financial sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2022, closing a stake of 4,346 shares — an estimated $232K sold.

626 Financial first reported a position in DGS in Q1 2021 and held it in 3 quarters. The position peaked at $277K in Q4 2021. 186 funds tracked by Wall St. Rank hold DGS as of Q2 2022.

626 Financial reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q2 2022 after selling out during the quarter.
626 Financial sold 4,346 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2022, an estimated $232K.
626 Financial first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2021 and held it in 3 quarters.
626 Financial's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $277K in Q4 2021.
186 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2022.

Based on 626 Financial's 13F filing for Q2 2022, filed 12 Jul 2022.