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Coulter & Justus Financial Services’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Coulter & Justus Financial 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
2022
Q3 		– Sell
-119,542
Closed -$5.34M – 47
2022
Q2 		$5.34M Buy
+119,542
New +$5.93M 4.29% 10
2022
Q1 		– Sell
-115,738
Closed -$6.13M – 26
2021
Q4 		$6.13M Buy
+115,738
New +$6.09M 4.81% 8

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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Coulter & Justus Financial Services's DGS Position: Q3 2022 in Review

Coulter & Justus Financial Services sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q3 2022, closing a stake of 119,542 shares — an estimated $5.34M sold.

Coulter & Justus Financial Services first reported a position in DGS in Q4 2021 and held it in 2 quarters. The position peaked at $6.13M in Q4 2021. 176 funds tracked by Wall St. Rank hold DGS as of Q3 2022.

  • Coulter & Justus Financial Services reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q3 2022 after selling out during the quarter.
  • Coulter & Justus Financial Services sold 119,542 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q3 2022, an estimated $5.34M.
  • Coulter & Justus Financial Services first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2021 and held it in 2 quarters.
  • Coulter & Justus Financial Services's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $6.13M in Q4 2021.
  • 176 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2022.

Based on Coulter & Justus Financial Services's 13F filing for Q3 2022, filed 1 Nov 2022.