Freedom Investment Management’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Freedom Investment Management’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 Q1	–	Sell	-3,966	Closed	-$210K	–	821
2021 Q4	$210K	Buy	3,966 +164	+4%	+$8.63K	0.02%	794
2021 Q3	$203K	Sell	3,802 -534	-12%	-$29K	0.02%	767
2021 Q2	$236K	Buy	4,336 +173	+4%	+$9.23K	0.02%	774
2021 Q1	$214K	Buy	+4,163	New	+$207K	0.02%	771
2019 Q1	–	Sell	-5,409	Closed	-$227K	–	707
2018 Q4	$227K	Sell	5,409 -300	-5%	-$12.7K	0.02%	661
2018 Q3	$264K	Buy	+5,709	New	+$268K	0.02%	750

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

FPIS

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

BFM

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

Freedom Investment Management's DGS Position: Q1 2022 in Review

Freedom Investment Management sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q1 2022, closing a stake of 3,966 shares — an estimated $210K sold.

Freedom Investment Management first reported a position in DGS in Q3 2018 and held it in 6 quarters. The position peaked at $264K in Q3 2018. 195 funds tracked by Wall St. Rank hold DGS as of Q1 2022.

Freedom Investment Management reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q1 2022 after selling out during the quarter.
Freedom Investment Management sold 3,966 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2022, an estimated $210K.
Freedom Investment Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2018 and held it in 6 quarters.
Freedom Investment Management's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $264K in Q3 2018.
195 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2022.

Based on Freedom Investment Management's 13F filing for Q1 2022, filed 16 May 2022.