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Herold Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Herold Advisors’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
Q2 		– Sell
-1,100
Closed -$58.6K – 291
2022
Q1 		$58.6K Buy
+1,100
New +$57.8K 0.02% 357
2021
Q4 		– Sell
-1,100
Closed -$58K – 291
2021
Q3 		$58K Buy
+1,100
New +$59.8K 0.02% 351

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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 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
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return

Herold Advisors's DGS Position: Q2 2022 in Review

Herold Advisors sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2022, closing a stake of 1,100 shares — an estimated $58.6K sold.

Herold Advisors first reported a position in DGS in Q3 2021 and held it in 2 quarters. The position peaked at $58.6K in Q1 2022. 186 funds tracked by Wall St. Rank hold DGS as of Q2 2022.

  • Herold Advisors reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 1,100 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2022, an estimated $58.6K.
  • Herold Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $58.6K in Q1 2022.
  • 186 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.