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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Arete Wealth Advisors's DGS Position: Q1 2024 in Review

Arete Wealth Advisors sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q1 2024, closing a stake of 4,672 shares — an estimated $233K sold.

Arete Wealth Advisors first reported a position in DGS in Q1 2018 and held it in 9 quarters. The position peaked at $291K in Q4 2019. 223 funds tracked by Wall St. Rank hold DGS as of Q1 2024.

Arete Wealth Advisors reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q1 2024 after selling out during the quarter.
Arete Wealth Advisors sold 4,672 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2024, an estimated $233K.
Arete Wealth Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2018 and held it in 9 quarters.
Arete Wealth Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $291K in Q4 2019.
223 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2024.

Based on Arete Wealth Advisors's 13F filing for Q1 2024, filed 16 May 2024.