Accel Wealth Management’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Accel Wealth 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
2023 Q2	–	Sell	-153	Closed	-$6.99K	–	333
2023 Q1	$6.99K	Hold	153	–	–	﹤0.01%	966
2022 Q4	$6.71K	Buy	153 +1	+0.7%	+$42	﹤0.01%	780
2022 Q3	$6K	Buy	152 +4	+3%	+$177	﹤0.01%	813
2022 Q2	$6K	Buy	148 +3	+2%	+$149	﹤0.01%	780
2022 Q1	$8K	Sell	145 -64	-31%	-$3.36K	﹤0.01%	735
2021 Q4	$11K	Buy	+209	New	+$11K	0.01%	692
2021 Q3	–	Sell	-204	Closed	-$11K	–	835
2021 Q2	$11K	Buy	204 +3	+1%	+$160	0.01%	671
2021 Q1	$10K	Hold	201	–	–	0.01%	649
2020 Q4	$10K	Buy	+201	New	+$8.96K	0.01%	611

Other funds holding DGS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

FPIS

Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

BFM

Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return

Accel Wealth Management's DGS Position: Q2 2023 in Review

Accel Wealth Management sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2023, closing a stake of 153 shares — an estimated $6.99K sold.

Accel Wealth Management first reported a position in DGS in Q4 2020 and held it in 9 quarters. The position peaked at $11K in Q4 2021. 191 funds tracked by Wall St. Rank hold DGS as of Q2 2023.

Accel Wealth Management reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 153 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2023, an estimated $6.99K.
Accel Wealth Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2020 and held it in 9 quarters.
Accel Wealth Management's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $11K in Q4 2021.
191 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.