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

American Portfolios 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
Q3 		$42.7K Sell
1,072
-707
-40% -$31.2K ﹤0.01% 1803
2022
Q2 		$79.4K Sell
1,779
-1,026
-37% -$50.9K ﹤0.01% 1522
2022
Q1 		$150K Sell
2,805
-48
-2% -$2.52K 0.01% 1312
2021
Q4 		$151K Sell
2,853
-710
-20% -$37.4K 0.01% 1303
2021
Q3 		$191K Sell
3,563
-30
-0.8% -$1.63K 0.01% 1134
2021
Q2 		$196K Hold
3,593
– – 0.01% 1105
2021
Q1 		$184K Sell
3,593
-125
-3% -$6.2K 0.01% 1057
2020
Q4 		$177K Hold
3,718
– – 0.01% 929
2020
Q3 		$154K Sell
3,718
-616
-14% -$25.8K 0.01% 906
2020
Q2 		$169K Sell
4,334
-2,229
-34% -$82.7K 0.01% 795
2020
Q1 		$217K Buy
6,563
+136
+2% +$5.74K 0.02% 619
2019
Q4 		$307K Sell
6,427
-1,371
-18% -$62.9K 0.02% 583
2019
Q3 		$345K Hold
7,798
– – 0.03% 526
2019
Q2 		$367K Sell
7,798
-335
-4% -$15.6K 0.03% 500
2019
Q1 		$383K Sell
8,133
-75
-0.9% -$3.43K 0.04% 434
2018
Q4 		$344K Buy
8,208
+410
+5% +$17.4K 0.04% 374
2018
Q3 		$356K Buy
7,798
+30
+0.4% +$1.41K 0.04% 413
2018
Q2 		$370K Buy
7,768
+525
+7% +$27.2K 0.05% 352
2018
Q1 		$391K Sell
7,243
-390
-5% -$21.1K 0.06% 321
2017
Q4 		$398K Buy
+7,633
New +$379K 0.06% 310

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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Morgan Stanley
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
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

American Portfolios Advisors's DGS Position: Q3 2022 in Review

American Portfolios Advisors reduced its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 40% in Q3 2022, selling an estimated $31.2K and leaving 1,072 shares worth $42.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1803.

American Portfolios Advisors first reported a position in DGS in Q4 2017 and has held it in 20 quarters since. The position peaked at $398K in Q4 2017. 176 funds tracked by Wall St. Rank hold DGS as of Q3 2022.

  • American Portfolios Advisors held 1,072 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $42.7K as of Q3 2022.
  • American Portfolios Advisors sold 707 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q3 2022, an estimated $31.2K.
  • WisdomTree Emerging Markets SmallCap Dividend Fund made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1803 holding.
  • American Portfolios Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $398K in Q4 2017.
  • 176 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.