FinTrust Capital Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

FinTrust Capital Advisors’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
2021 Q3	–	Sell	-719	Closed	-$39K	–	1166
2021 Q2	$39K	Sell	719 -115	-14%	-$6.13K	0.01%	599
2021 Q1	$43K	Sell	834 -370	-31%	-$18.4K	0.01%	561
2020 Q4	$57K	Sell	1,204 -190	-14%	-$8.47K	0.02%	477
2020 Q3	$58K	Sell	1,394 -171	-11%	-$7.16K	0.01%	455
2020 Q2	$61K	Sell	1,565 -264	-14%	-$9.79K	0.02%	433
2020 Q1	$60K	Sell	1,829 -197	-10%	-$8.32K	0.03%	392
2019 Q4	$97K	Sell	2,026 -3,251	-62%	-$149K	0.04%	331
2019 Q3	$234K	Sell	5,277 -337	-6%	-$15.4K	0.08%	190
2019 Q2	$264K	Sell	5,614 -118	-2%	-$5.49K	0.11%	159
2019 Q1	$270K	Sell	5,732 -1,061	-16%	-$48.5K	0.11%	156
2018 Q4	$285K	Buy	+6,793	New	+$288K	0.14%	143

Other funds holding DGS

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

Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return

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

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

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

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

BFM

Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return

FPIS

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

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

FinTrust Capital Advisors's DGS Position: Q3 2021 in Review

FinTrust Capital Advisors sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q3 2021, closing a stake of 719 shares — an estimated $39K sold.

FinTrust Capital Advisors first reported a position in DGS in Q4 2018 and held it in 11 quarters. The position peaked at $285K in Q4 2018. 184 funds tracked by Wall St. Rank hold DGS as of Q3 2021.

FinTrust Capital Advisors reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q3 2021 after selling out during the quarter.
FinTrust Capital Advisors sold 719 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q3 2021, an estimated $39K.
FinTrust Capital Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2018 and held it in 11 quarters.
FinTrust Capital Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $285K in Q4 2018.
184 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2021.

Based on FinTrust Capital Advisors's 13F filing for Q3 2021, filed 16 Nov 2021.