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Impact Partnership Wealth’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Impact Partnership Wealth’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
2023
Q3 		– Sell
-435
Closed -$20.2K – 1055
2023
Q2 		$20.2K Buy
+435
New +$20.2K 0.01% 338

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
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
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Impact Partnership Wealth's DGS Position: Q3 2023 in Review

Impact Partnership Wealth sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q3 2023, closing a stake of 435 shares — an estimated $20.2K sold.

Impact Partnership Wealth first reported a position in DGS in Q2 2023 and held it in 1 quarter. The position peaked at $20.2K in Q2 2023. 196 funds tracked by Wall St. Rank hold DGS as of Q3 2023.

  • Impact Partnership Wealth reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q3 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 435 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q3 2023, an estimated $20.2K.
  • Impact Partnership Wealth first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q2 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $20.2K in Q2 2023.
  • 196 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2023.

Based on Impact Partnership Wealth's 13F filing for Q3 2023, filed 17 Oct 2023.