Focus Financial Network’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Focus Financial Network’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	-8,088	Closed	-$322K	–	479
2022 Q3	$322K	Buy	8,088 +355	+5%	+$15.7K	0.03%	357
2022 Q2	$345K	Buy	7,733 +2,695	+53%	+$134K	0.03%	354
2022 Q1	$269K	Buy	+5,038	New	+$265K	0.02%	422
2021 Q4	–	Sell	-23,640	Closed	-$1.26M	–	372
2021 Q3	$1.26M	Buy	23,640 +1,988	+9%	+$108K	0.17%	136
2021 Q2	$1.18M	Buy	+21,652	New	+$1.15M	0.16%	141

Other funds holding DGS

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

BFM

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

Focus Financial Network's DGS Position: Q4 2022 in Review

Focus Financial Network sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q4 2022, closing a stake of 8,088 shares — an estimated $322K sold.

Focus Financial Network first reported a position in DGS in Q2 2021 and held it in 5 quarters. The position peaked at $1.26M in Q3 2021. 179 funds tracked by Wall St. Rank hold DGS as of Q4 2022.

Focus Financial Network reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q4 2022 after selling out during the quarter.
Focus Financial Network sold 8,088 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q4 2022, an estimated $322K.
Focus Financial Network first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q2 2021 and held it in 5 quarters.
Focus Financial Network's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $1.26M in Q3 2021.
179 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q4 2022.

Based on Focus Financial Network's 13F filing for Q4 2022, filed 24 Jul 2024.