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

Baystate 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 Q2	–	Sell	-117	Closed	-$5.38K	–	1059
2023 Q1	$5.38K	Hold	117	–	–	﹤0.01%	672
2022 Q4	$5K	Buy	117 +1	+0.9%	+$42	﹤0.01%	679
2022 Q3	$5K	Buy	116 +2	+2%	+$88	﹤0.01%	636
2022 Q2	$5K	Buy	114 +3	+3%	+$149	﹤0.01%	662
2022 Q1	$6K	Hold	111	–	–	﹤0.01%	635
2021 Q4	$6K	Buy	+111	New	+$5.84K	﹤0.01%	626
2021 Q1	–	Sell	-61	Closed	-$3K	–	743
2020 Q4	$3K	Buy	+61	New	+$2.72K	﹤0.01%	520

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

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

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

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

FPIS

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

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

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

Baystate Wealth Management's DGS Position: Q2 2023 in Review

Baystate Wealth Management sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2023, closing a stake of 117 shares — an estimated $5.38K sold.

Baystate Wealth Management first reported a position in DGS in Q4 2020 and held it in 7 quarters. The position peaked at $6K in Q1 2022. 190 funds tracked by Wall St. Rank hold DGS as of Q2 2023.

Baystate Wealth Management reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q2 2023 after selling out during the quarter.
Baystate Wealth Management sold 117 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2023, an estimated $5.38K.
Baystate Wealth Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2020 and held it in 7 quarters.
Baystate Wealth Management's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $6K in Q1 2022.
190 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2023.

Based on Baystate Wealth Management's 13F filing for Q2 2023, filed 2 Aug 2023.