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

Arkadios 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
2021
Q4 		– Sell
-2
Closed – – 855
2021
Q3 		$0 Hold
2
– – ﹤0.01% 1902
2021
Q2 		$0 Hold
2
– – ﹤0.01% 1954
2021
Q1 		$0 Sell
2
-154
-99% -$7.64K ﹤0.01% 1656
2020
Q4 		$7K Buy
+156
New +$6.95K ﹤0.01% 1039

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
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
BFM
Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

Arkadios Wealth Advisors's DGS Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q4 2021, closing a stake of 2 shares.

Arkadios Wealth Advisors first reported a position in DGS in Q4 2020 and held it in 4 quarters. The position peaked at $7K in Q4 2020. 194 funds tracked by Wall St. Rank hold DGS as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 2 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q4 2021.
  • Arkadios Wealth Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2020 and held it in 4 quarters.
  • Arkadios Wealth Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $7K in Q4 2020.
  • 194 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.