Franklin Resources
DGS icon

Franklin Resources’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Franklin Resources’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
Q4 		– Sell
-206
Closed -$11K – 2489
2021
Q3 		$11K Buy
+206
New +$11.2K ﹤0.01% 2429
2020
Q4 		– Sell
-982
Closed -$41K – 1914
2020
Q3 		$41K Buy
+982
New +$41.1K ﹤0.01% 1788

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
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 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
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
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

Franklin Resources's DGS Position: Q4 2021 in Review

Franklin Resources sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q4 2021, closing a stake of 206 shares — an estimated $11K sold.

Franklin Resources first reported a position in DGS in Q3 2020 and held it in 2 quarters. The position peaked at $41K in Q3 2020. 194 funds tracked by Wall St. Rank hold DGS as of Q4 2021.

  • Franklin Resources reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q4 2021 after selling out during the quarter.
  • Franklin Resources sold 206 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q4 2021, an estimated $11K.
  • Franklin Resources first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2020 and held it in 2 quarters.
  • Franklin Resources's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $41K in Q3 2020.
  • 194 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q4 2021.

Based on Franklin Resources's 13F filing for Q4 2021, filed 11 Feb 2022.