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Capital Investment Advisory Services’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Capital Investment Advisory Services’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
2021
Q4 		– Sell
-2,594
Closed -$139K – 817
2021
Q3 		$139K Buy
2,594
+1,635
+170% +$88.8K 0.02% 486
2021
Q2 		$52K Buy
959
+80
+9% +$4.27K 0.01% 579
2021
Q1 		$45K Buy
+879
New +$43.6K 0.01% 550

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
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

Capital Investment Advisory Services's DGS Position: Q4 2021 in Review

Capital Investment Advisory Services sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q4 2021, closing a stake of 2,594 shares — an estimated $139K sold.

Capital Investment Advisory Services first reported a position in DGS in Q1 2021 and held it in 3 quarters. The position peaked at $139K in Q3 2021. 194 funds tracked by Wall St. Rank hold DGS as of Q4 2021.

  • Capital Investment Advisory Services reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q4 2021 after selling out during the quarter.
  • Capital Investment Advisory Services sold 2,594 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q4 2021, an estimated $139K.
  • Capital Investment Advisory Services first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2021 and held it in 3 quarters.
  • Capital Investment Advisory Services's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $139K in Q3 2021.
  • 194 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q4 2021.

Based on Capital Investment Advisory Services's 13F filing for Q4 2021, filed 1 Feb 2022.