GA
DGS icon

GoalVest Advisory’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

GoalVest Advisory’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
2024
Q1 		– Sell
-50
Closed -$2.5K – 425
2023
Q4 		$2.5K Buy
50
+1
+2% +$47 ﹤0.01% 323
2023
Q3 		$2.27K Buy
+49
New +$2.34K ﹤0.01% 414

Other funds holding DGS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GoalVest Advisory's DGS Position: Q1 2024 in Review

GoalVest Advisory sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q1 2024, closing a stake of 50 shares — an estimated $2.5K sold.

GoalVest Advisory first reported a position in DGS in Q3 2023 and held it in 2 quarters. The position peaked at $2.5K in Q4 2023. 222 funds tracked by Wall St. Rank hold DGS as of Q1 2024.

  • GoalVest Advisory reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q1 2024 after selling out during the quarter.
  • GoalVest Advisory sold 50 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2024, an estimated $2.5K.
  • GoalVest Advisory first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2023 and held it in 2 quarters.
  • GoalVest Advisory's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $2.5K in Q4 2023.
  • 222 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2024.

Based on GoalVest Advisory's 13F filing for Q1 2024, filed 15 Apr 2024.