AWA
DGS icon

Arete Wealth Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Arete Wealth 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
2024
Q1 		– Sell
-4,672
Closed -$233K – 460
2023
Q4 		$233K Buy
+4,672
New +$219K 0.02% 621
2020
Q1 		– Sell
-6,094
Closed -$291K – 356
2019
Q4 		$291K Buy
6,094
+168
+3% +$7.7K 0.05% 306
2019
Q3 		$263K Buy
5,926
+27
+0.5% +$1.24K 0.05% 317
2019
Q2 		$278K Buy
5,899
+981
+20% +$45.6K 0.05% 309
2019
Q1 		$232K Sell
4,918
-71
-1% -$3.25K 0.05% 331
2018
Q4 		$209K Sell
4,989
-672
-12% -$28.5K 0.05% 331
2018
Q3 		$258K Buy
5,661
+635
+13% +$29.8K 0.06% 293
2018
Q2 		$240K Buy
5,026
+44
+0.9% +$2.28K 0.06% 314
2018
Q1 		$269K Buy
+4,982
New +$270K 0.09% 257

Other funds holding DGS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 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 $70.5B 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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $97.7B AUM 31.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return