EH
DGS icon

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return