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Custom Portfolio Group’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Custom Portfolio Group’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
2024
Q2 		$39.6K Hold
769
– – 0.03% 117
2024
Q1 		$39.1K Hold
769
– – 0.03% 117
2023
Q4 		$38.4K Buy
+769
New +$36K 0.03% 111

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
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

Custom Portfolio Group's DGS Position: Q2 2024 in Review

Custom Portfolio Group held its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) position steady in Q2 2024 at 769 shares worth $39.6K. The position accounts for 0.03% of the portfolio, ranked #117.

Custom Portfolio Group first reported a position in DGS in Q4 2023 and has held it in 3 quarters since. 230 funds tracked by Wall St. Rank hold DGS as of Q2 2024.

  • Custom Portfolio Group held 769 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $39.6K as of Q2 2024.
  • Custom Portfolio Group left its WisdomTree Emerging Markets SmallCap Dividend Fund share count unchanged in Q2 2024.
  • WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.03% of Custom Portfolio Group's portfolio in Q2 2024, its #117 holding.
  • Custom Portfolio Group first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2023 and has held it in 3 quarters since.
  • 230 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.