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First Bank & Trust’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

First Bank & Trust’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
Q3 		– Sell
-397
Closed -$18K – 251
2022
Q2 		$18K Buy
+397
New +$19.7K 0.01% 317

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

First Bank & Trust's DGS Position: Q3 2022 in Review

First Bank & Trust sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q3 2022, closing a stake of 397 shares — an estimated $18K sold.

First Bank & Trust first reported a position in DGS in Q2 2022 and held it in 1 quarter. The position peaked at $18K in Q2 2022. 176 funds tracked by Wall St. Rank hold DGS as of Q3 2022.

  • First Bank & Trust reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q3 2022 after selling out during the quarter.
  • First Bank & Trust sold 397 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q3 2022, an estimated $18K.
  • First Bank & Trust first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q2 2022 and held it in 1 quarter.
  • First Bank & Trust's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $18K in Q2 2022.
  • 176 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2022.

Based on First Bank & Trust's 13F filing for Q3 2022, filed 28 Oct 2022.