Equitable Holdings’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Equitable Holdings’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	–	Sell	-6,104	Closed	-$325K	–	863
2022 Q1	$325K	Sell	6,104 -976	-14%	-$51.3K	0.01%	697
2021 Q4	$375K	Buy	7,080 +1,205	+21%	+$63.4K	0.01%	642
2021 Q3	$314K	Sell	5,875 -324	-5%	-$17.6K	0.01%	660
2021 Q2	$338K	Sell	6,199 -346	-5%	-$18.5K	0.01%	634
2021 Q1	$336K	Buy	6,545 +3	+0%	+$149	0.01%	597
2020 Q4	$312K	Sell	6,542 -758	-10%	-$33.8K	0.01%	550
2020 Q3	$302K	Buy	7,300 +378	+5%	+$15.8K	0.01%	514
2020 Q2	$270K	Buy	6,922 +312	+5%	+$11.6K	0.01%	524
2020 Q1	$218K	Sell	6,610 -23,820	-78%	-$1.01M	0.01%	518
2019 Q4	$1.46M	Buy	+30,430	New	+$1.4M	0.04%	243

Other funds holding DGS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FPIS

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

AWM

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

Equitable Holdings's DGS Position: Q2 2022 in Review

Equitable Holdings sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2022, closing a stake of 6,104 shares — an estimated $325K sold.

Equitable Holdings first reported a position in DGS in Q4 2019 and held it in 10 quarters. The position peaked at $1.46M in Q4 2019. 186 funds tracked by Wall St. Rank hold DGS as of Q2 2022.

Equitable Holdings reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q2 2022 after selling out during the quarter.
Equitable Holdings sold 6,104 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2022, an estimated $325K.
Equitable Holdings first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2019 and held it in 10 quarters.
Equitable Holdings's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $1.46M in Q4 2019.
186 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2022.

Based on Equitable Holdings's 13F filing for Q2 2022, filed 15 Aug 2022.