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JD Financial Services’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

JD Financial Services’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
2021
Q4 		$1.96M Buy
+37,102
New +$1.95M 1.62% 16

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
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 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
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
BFM
Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

JD Financial Services's DGS Position: Q4 2021 in Review

JD Financial Services opened a new position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q4 2021: 37,102 shares worth $1.96M. The stake represents 1.62% of the portfolio and ranks #16 among its holdings.

194 funds tracked by Wall St. Rank hold DGS as of Q4 2021.

  • JD Financial Services held 37,102 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $1.96M as of Q4 2021.
  • WisdomTree Emerging Markets SmallCap Dividend Fund was a new JD Financial Services position in Q4 2021.
  • WisdomTree Emerging Markets SmallCap Dividend Fund made up 1.62% of JD Financial Services's portfolio in Q4 2021, its #16 holding.
  • 194 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q4 2021.

Based on JD Financial Services's 13F filing for Q4 2021, filed 11 Feb 2022.