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

Cutler 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
2017
Q4 		– Sell
-1,400
Closed -$3K – 5075
2017
Q3 		$3K Sell
1,400
-700
-33% -$33.8K ﹤0.01% 4766
2017
Q2 		$1K Buy
+2,100
New +$95.5K ﹤0.01% 5831
2016
Q3 		– Sell
-1,100
Closed -$1K – 6767
2016
Q2 		$1K Buy
+1,100
New +$41.4K ﹤0.01% 6019

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
UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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
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

Cutler Group's DGS Position: Q1 2023 in Review

Cutler Group sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q1 2023, closing a stake of 100 shares — an estimated $4K sold.

Cutler Group first reported a position in DGS in Q3 2017 and held it in 2 quarters. The position peaked at $24K in Q3 2017. 194 funds tracked by Wall St. Rank hold DGS as of Q1 2023.

  • Cutler Group reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q1 2023 after selling out during the quarter.
  • Cutler Group sold 100 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2023, an estimated $4K.
  • Cutler Group first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2017 and held it in 2 quarters.
  • Cutler Group's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $24K in Q3 2017.
  • 194 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2023.

Based on Cutler Group's 13F filing for Q1 2023, filed 1 May 2023.