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Destiny Wealth Partners’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Destiny Wealth Partners’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
Q1 		– Sell
-213
Closed -$11K – 554
2021
Q4 		$11K Hold
213
– – ﹤0.01% 433
2021
Q3 		$11K Buy
+213
New +$11.6K ﹤0.01% 413
2021
Q2 		– Sell
-213
Closed -$11K – 257
2021
Q1 		$11K Hold
213
– – ﹤0.01% 401
2020
Q4 		$10K Buy
+213
New +$9.49K ﹤0.01% 406

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
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 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
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
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
BFM
Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return

Destiny Wealth Partners's DGS Position: Q1 2022 in Review

Destiny Wealth Partners sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q1 2022, closing a stake of 213 shares — an estimated $11K sold.

Destiny Wealth Partners first reported a position in DGS in Q4 2020 and held it in 4 quarters. The position peaked at $11K in Q4 2021. 195 funds tracked by Wall St. Rank hold DGS as of Q1 2022.

  • Destiny Wealth Partners reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q1 2022 after selling out during the quarter.
  • Destiny Wealth Partners sold 213 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2022, an estimated $11K.
  • Destiny Wealth Partners first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2020 and held it in 4 quarters.
  • Destiny Wealth Partners's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $11K in Q4 2021.
  • 195 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2022.

Based on Destiny Wealth Partners's 13F filing for Q1 2022, filed 21 Apr 2022.