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Certuity’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Certuity’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
2022
Q3 		– Sell
-5,751
Closed -$257K – 213
2022
Q2 		$257K Sell
5,751
-20,825
-78% -$1.03M 0.07% 170
2022
Q1 		$1.42M Buy
26,576
+5,951
+29% +$313K 0.31% 55
2021
Q4 		$1.09M Buy
20,625
+11,405
+124% +$600K 0.23% 66
2021
Q3 		$493K Buy
+9,220
New +$501K 0.1% 163

Other funds holding DGS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Certuity's DGS Position: Q3 2022 in Review

Certuity sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q3 2022, closing a stake of 5,751 shares — an estimated $257K sold.

Certuity first reported a position in DGS in Q3 2021 and held it in 4 quarters. The position peaked at $1.42M in Q1 2022. 176 funds tracked by Wall St. Rank hold DGS as of Q3 2022.

  • Certuity reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q3 2022 after selling out during the quarter.
  • Certuity sold 5,751 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q3 2022, an estimated $257K.
  • Certuity first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2021 and held it in 4 quarters.
  • Certuity's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $1.42M in Q1 2022.
  • 176 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2022.

Based on Certuity's 13F filing for Q3 2022, filed 8 Nov 2022.