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

American Financial Advisors’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	-5,328	Closed	-$284K	–	93
2022 Q1	$284K	Sell	5,328 -3,018	-36%	-$159K	0.04%	111
2021 Q4	$442K	Sell	8,346 -4,474	-35%	-$235K	0.06%	89
2021 Q3	$686K	Sell	12,820 -3,403	-21%	-$185K	0.09%	72
2021 Q2	$884K	Sell	16,223 -6,426	-28%	-$343K	0.12%	64
2021 Q1	$1.16M	Sell	22,649 -7,198	-24%	-$357K	0.17%	55
2020 Q4	$1.42M	Sell	29,847 -15,367	-34%	-$685K	0.2%	50
2020 Q3	$1.87M	Sell	45,214 -1,996	-4%	-$83.5K	0.3%	42
2020 Q2	$1.95M	Sell	47,210 -3,218	-6%	-$119K	0.31%	41
2020 Q1	$1.81M	Sell	50,428 -283,424	-85%	-$12M	0.33%	40
2019 Q4	$14.7M	Buy	+333,852	New	+$15.3M	2.58%	18

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

American Financial Advisors's DGS Position: Q2 2022 in Review

American Financial Advisors sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2022, closing a stake of 5,328 shares — an estimated $284K sold.

American Financial Advisors first reported a position in DGS in Q4 2019 and held it in 10 quarters. The position peaked at $14.7M in Q4 2019. 186 funds tracked by Wall St. Rank hold DGS as of Q2 2022.

American Financial Advisors reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q2 2022 after selling out during the quarter.
American Financial Advisors sold 5,328 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2022, an estimated $284K.
American Financial Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2019 and held it in 10 quarters.
American Financial Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $14.7M in Q4 2019.
186 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2022.

Based on American Financial Advisors's 13F filing for Q2 2022, filed 1 Aug 2022.