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

Avior 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 Q4	–	Sell	-4,203	Closed	-$194K	–	1555
2023 Q3	$194K	Buy	4,203 +210	+5%	+$10K	0.01%	529
2023 Q2	$186K	Buy	3,993 +105	+3%	+$4.88K	0.01%	541
2023 Q1	$178K	Buy	+3,888	New	+$178K	0.01%	544
2022 Q4	–	Sell	-96	Closed	-$3K	–	1291
2022 Q3	$3K	Buy	96 +2	+2%	+$88	﹤0.01%	977
2022 Q2	$4K	Buy	+94	New	+$4.66K	﹤0.01%	876

Other funds holding DGS

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FPIS

Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Avior Wealth Management's DGS Position: Q4 2023 in Review

Avior Wealth Management sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q4 2023, closing a stake of 4,203 shares — an estimated $194K sold.

Avior Wealth Management first reported a position in DGS in Q2 2022 and held it in 5 quarters. The position peaked at $194K in Q3 2023. 213 funds tracked by Wall St. Rank hold DGS as of Q4 2023.

Avior Wealth Management reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q4 2023 after selling out during the quarter.
Avior Wealth Management sold 4,203 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q4 2023, an estimated $194K.
Avior Wealth Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q2 2022 and held it in 5 quarters.
Avior Wealth Management's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $194K in Q3 2023.
213 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q4 2023.

Based on Avior Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.