AWM
DGS icon

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

Aprio 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
Q3 		– Sell
-5,429
Closed -$253K – 183
2023
Q2 		$253K Sell
5,429
-15,924
-75% -$739K 0.07% 127
2023
Q1 		$978K Sell
21,353
-297,855
-93% -$13.7M 0.3% 37
2022
Q4 		$14M Sell
319,208
-69,195
-18% -$2.93M 4.94% 5
2022
Q3 		$15.5M Buy
388,403
+21,623
+6% +$955K 6.21% 4
2022
Q2 		$16.4M Buy
366,780
+28,684
+8% +$1.42M 6.52% 5
2022
Q1 		$18M Buy
+338,096
New +$17.8M 6.87% 4
2020
Q1 		– Sell
-4,519
Closed -$216K – 65
2019
Q4 		$216K Buy
+4,519
New +$207K 0.16% 65

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UA
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Cerity Partners
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Morgan Stanley
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HighTower Advisors
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FPIS
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return