AWM
DGS icon

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
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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
BFM
Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return