GYL Financial Synergies’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

GYL Financial Synergies’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 Q3	–	Sell	-5,021	Closed	-$224K	–	195
2022 Q2	$224K	Hold	5,021	–	–	0.06%	171
2022 Q1	$268K	Hold	5,021	–	–	0.06%	168
2021 Q4	$266K	Hold	5,021	–	–	0.07%	174
2021 Q3	$269K	Hold	5,021	–	–	0.14%	154
2021 Q2	$274K	Hold	5,021	–	–	0.14%	148
2021 Q1	$258K	Hold	5,021	–	–	0.14%	156
2020 Q4	$240K	Hold	5,021	–	–	0.14%	152
2020 Q3	$208K	Buy	+5,021	New	+$210K	0.14%	149
2020 Q1	–	Sell	-5,533	Closed	-$265K	–	155
2019 Q4	$265K	Buy	+5,533	New	+$254K	0.12%	147

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

Cerity Partners New York $82.7B AUM 28.53% 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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

GYL Financial Synergies's DGS Position: Q3 2022 in Review

GYL Financial Synergies sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q3 2022, closing a stake of 5,021 shares — an estimated $224K sold.

GYL Financial Synergies first reported a position in DGS in Q4 2019 and held it in 9 quarters. The position peaked at $274K in Q2 2021. 176 funds tracked by Wall St. Rank hold DGS as of Q3 2022.

GYL Financial Synergies reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q3 2022 after selling out during the quarter.
GYL Financial Synergies sold 5,021 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q3 2022, an estimated $224K.
GYL Financial Synergies first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2019 and held it in 9 quarters.
GYL Financial Synergies's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $274K in Q2 2021.
176 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2022.

Based on GYL Financial Synergies's 13F filing for Q3 2022, filed 1 Nov 2022.