First Horizon Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

First Horizon 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
2022 Q4	–	Sell	-180	Closed	-$7K	–	2460
2022 Q3	$7K	Hold	180	–	–	﹤0.01%	1640
2022 Q2	$7K	Buy	180 +80	+80%	+$3.97K	﹤0.01%	1707
2022 Q1	$5K	Sell	100 -80	-44%	-$4.2K	﹤0.01%	1286
2021 Q4	$9K	Hold	180	–	–	﹤0.01%	1546
2021 Q3	$9K	Hold	180	–	–	﹤0.01%	1562
2021 Q2	$9K	Hold	180	–	–	﹤0.01%	1373
2021 Q1	$9K	Buy	180 +80	+80%	+$3.97K	﹤0.01%	1319
2020 Q4	$5K	Hold	100	–	–	﹤0.01%	1205
2020 Q3	$4K	Hold	100	–	–	﹤0.01%	1200
2020 Q2	$4K	Hold	100	–	–	﹤0.01%	1204
2020 Q1	$3K	Hold	100	–	–	﹤0.01%	1193
2019 Q4	$5K	Hold	100	–	–	﹤0.01%	1262
2019 Q3	$4K	Hold	100	–	–	﹤0.01%	1295
2019 Q2	$5K	Hold	100	–	–	﹤0.01%	1270
2019 Q1	$5K	Buy	+100	New	+$4.58K	﹤0.01%	1241
2014 Q3	–	Sell	-8,100	Closed	-$389K	–	1517
2014 Q2	$389K	Hold	8,100	–	–	0.06%	247
2014 Q1	$378K	Hold	8,100	–	–	0.05%	241
2013 Q4	$373K	Hold	8,100	–	–	0.06%	234
2013 Q3	$378K	Buy	+8,100	New	+$374K	0.06%	216

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

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 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

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

BFM

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

First Horizon Advisors's DGS Position: Q4 2022 in Review

First Horizon Advisors sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q4 2022, closing a stake of 180 shares — an estimated $7K sold.

First Horizon Advisors first reported a position in DGS in Q3 2013 and held it in 19 quarters. The position peaked at $389K in Q2 2014. 180 funds tracked by Wall St. Rank hold DGS as of Q4 2022.

First Horizon Advisors reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q4 2022 after selling out during the quarter.
First Horizon Advisors sold 180 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q4 2022, an estimated $7K.
First Horizon Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2013 and held it in 19 quarters.
First Horizon Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $389K in Q2 2014.
180 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q4 2022.

Based on First Horizon Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.