Almanack Investment Partners’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Almanack Investment Partners’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 Q4	–	Sell	-2,713	Closed	-$108K	–	413
2022 Q3	$108K	Buy	+2,713	New	+$120K	0.02%	180
2021 Q1	–	Sell	-5,950	Closed	-$284K	–	445
2020 Q4	$284K	Buy	5,950 +390	+7%	+$17.4K	0.03%	295
2020 Q3	$245K	Buy	+5,560	New	+$233K	0.03%	337

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

Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

BFM

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

Almanack Investment Partners's DGS Position: Q4 2022 in Review

Almanack Investment Partners sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q4 2022, closing a stake of 2,713 shares — an estimated $108K sold.

Almanack Investment Partners first reported a position in DGS in Q3 2020 and held it in 3 quarters. The position peaked at $284K in Q4 2020. 179 funds tracked by Wall St. Rank hold DGS as of Q4 2022.

Almanack Investment Partners reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q4 2022 after selling out during the quarter.
Almanack Investment Partners sold 2,713 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q4 2022, an estimated $108K.
Almanack Investment Partners first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2020 and held it in 3 quarters.
Almanack Investment Partners's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $284K in Q4 2020.
179 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.