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Armor Investment Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Armor Investment 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
Q4 		– Sell
-42,085
Closed -$1.68M – 175
2022
Q3 		$1.68M Sell
42,085
-8,826
-17% -$390K 1.14% 29
2022
Q2 		$2.27M Sell
50,911
-1,590
-3% -$78.9K 1.47% 21
2022
Q1 		$2.8M Buy
52,501
+4,549
+9% +$239K 1.58% 19
2021
Q4 		$2.54M Buy
47,952
+5,249
+12% +$276K 1.43% 21
2021
Q3 		$2.28M Buy
42,703
+521
+1% +$28.3K 1.43% 19
2021
Q2 		$2.3M Buy
42,182
+2,294
+6% +$122K 1.39% 22
2021
Q1 		$2.05M Buy
39,888
+410
+1% +$20.3K 1.33% 24
2020
Q4 		$1.88M Buy
39,478
+4,402
+13% +$196K 1.33% 26
2020
Q3 		$1.45M Sell
35,076
-1,101
-3% -$46.1K 1.24% 29
2020
Q2 		$1.41M Sell
36,177
-136
-0.4% -$5.04K 1.22% 28
2020
Q1 		$1.2M Sell
36,313
-2
-0% -$84 1.22% 29
2019
Q4 		$1.74M Buy
36,315
+2,613
+8% +$120K 1.35% 24
2019
Q3 		$1.49M Buy
33,702
+1,094
+3% +$50K 1.22% 25
2019
Q2 		$1.53M Buy
32,608
+239
+0.7% +$11.1K 1.3% 25
2019
Q1 		$1.52M Buy
32,369
+1,200
+4% +$54.9K 1.32% 25
2018
Q4 		$1.31M Buy
31,169
+653
+2% +$27.7K 1.33% 24
2018
Q3 		$1.39M Sell
30,516
-1,259
-4% -$59.2K 1.24% 26
2018
Q2 		$1.51M Sell
31,775
-712
-2% -$36.9K 1.36% 23
2018
Q1 		$1.76M Buy
32,487
+800
+3% +$43.4K 1.6% 18
2017
Q4 		$1.65M Buy
31,687
+1,350
+4% +$67K 1.49% 22
2017
Q3 		$1.49M Buy
30,337
+975
+3% +$47K 1.41% 22
2017
Q2 		$1.34M Buy
29,362
+890
+3% +$40.5K 1.34% 26
2017
Q1 		$1.28M Buy
28,472
+1,166
+4% +$50K 1.27% 27
2016
Q4 		$1.07M Buy
+27,306
New +$1.09M 1.1% 30

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
UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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

Armor Investment Advisors's DGS Position: Q4 2022 in Review

Armor Investment Advisors sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q4 2022, closing a stake of 42,085 shares — an estimated $1.68M sold.

Armor Investment Advisors first reported a position in DGS in Q4 2016 and held it in 24 quarters. The position peaked at $2.8M in Q1 2022. 179 funds tracked by Wall St. Rank hold DGS as of Q4 2022.

  • Armor Investment Advisors reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q4 2022 after selling out during the quarter.
  • Armor Investment Advisors sold 42,085 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q4 2022, an estimated $1.68M.
  • Armor Investment Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2016 and held it in 24 quarters.
  • Armor Investment Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $2.8M in Q1 2022.
  • 179 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q4 2022.

Based on Armor Investment Advisors's 13F filing for Q4 2022, filed 30 Jan 2023.