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Baldwin Wealth Partners’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Baldwin Wealth Partners’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
Q4 		– Sell
-6,711
Closed -$360K – 434
2024
Q3 		$360K Buy
+6,711
New +$349K 0.02% 245

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OMC
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Baldwin Wealth Partners's DGS Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q4 2024, closing a stake of 6,711 shares — an estimated $360K sold.

Baldwin Wealth Partners first reported a position in DGS in Q3 2024 and held it in 1 quarter. The position peaked at $360K in Q3 2024. 243 funds tracked by Wall St. Rank hold DGS as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 6,711 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q4 2024, an estimated $360K.
  • Baldwin Wealth Partners first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $360K in Q3 2024.
  • 243 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.