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Bogart Wealth LLC’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Bogart Wealth LLC’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
-132
Closed -$6.04K – 1066
2023
Q1 		$6.04K Hold
132
– – ﹤0.01% 671
2022
Q4 		$5.81K Sell
132
-2,300
-95% -$97.4K ﹤0.01% 637
2022
Q3 		$97K Buy
+2,432
New +$107K 0.01% 223

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
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
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Bogart Wealth LLC's DGS Position: Q2 2023 in Review

Bogart Wealth LLC sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2023, closing a stake of 132 shares — an estimated $6.04K sold.

Bogart Wealth LLC first reported a position in DGS in Q3 2022 and held it in 3 quarters. The position peaked at $97K in Q3 2022. 190 funds tracked by Wall St. Rank hold DGS as of Q2 2023.

  • Bogart Wealth LLC reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q2 2023 after selling out during the quarter.
  • Bogart Wealth LLC sold 132 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2023, an estimated $6.04K.
  • Bogart Wealth LLC first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2022 and held it in 3 quarters.
  • Bogart Wealth LLC's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $97K in Q3 2022.
  • 190 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2023.

Based on Bogart Wealth LLC's 13F filing for Q2 2023, filed 31 Jul 2023.