Cordasco Financial Network’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Cordasco Financial Network’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 Q2	$4K	Hold	94	–	–	﹤0.01%	473
2022 Q1	$5K	Hold	94	–	–	﹤0.01%	448
2021 Q4	$5K	Hold	94	–	–	﹤0.01%	452
2021 Q3	$5K	Hold	94	–	–	﹤0.01%	461
2021 Q2	$5K	Hold	94	–	–	﹤0.01%	463
2021 Q1	$5K	Hold	94	–	–	﹤0.01%	457
2020 Q4	$4K	Hold	94	–	–	﹤0.01%	436
2020 Q3	$4K	Hold	94	–	–	﹤0.01%	422
2020 Q2	$4K	Buy	94 +21	+29%	+$779	﹤0.01%	382
2020 Q1	$2K	Hold	73	–	–	﹤0.01%	399
2019 Q4	$3K	Hold	73	–	–	﹤0.01%	395
2019 Q3	$3K	Hold	73	–	–	﹤0.01%	409
2019 Q2	$3K	Hold	73	–	–	﹤0.01%	400
2019 Q1	$3K	Hold	73	–	–	﹤0.01%	398
2018 Q4	$3K	Hold	73	–	–	﹤0.01%	334
2018 Q3	$3K	Buy	+73	New	+$3.43K	﹤0.01%	315

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

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

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

FPIS

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

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

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Cordasco Financial Network's DGS Position: Q2 2022 in Review

Cordasco Financial Network held its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) position steady in Q2 2022 at 94 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

Cordasco Financial Network first reported a position in DGS in Q3 2018 and has held it in 16 quarters since. The position peaked at $5K in Q1 2022. 186 funds tracked by Wall St. Rank hold DGS as of Q2 2022.

Cordasco Financial Network held 94 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $4K as of Q2 2022.
Cordasco Financial Network left its WisdomTree Emerging Markets SmallCap Dividend Fund share count unchanged in Q2 2022.
WisdomTree Emerging Markets SmallCap Dividend Fund made up ﹤0.01% of Cordasco Financial Network's portfolio in Q2 2022, its #473 holding.
Cordasco Financial Network first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2018 and has held it in 16 quarters since.
Cordasco Financial Network's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $5K in Q1 2022.
186 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2022.

Based on Cordasco Financial Network's 13F filing for Q2 2022, filed 15 Jul 2022.