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Kavar Capital Partners Group’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Kavar Capital Partners Group’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
Q4 		– Sell
-5,776
Closed -$267K – 161
2023
Q3 		$267K Buy
+5,776
New +$276K 0.06% 132

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Kavar Capital Partners Group's DGS Position: Q4 2023 in Review

Kavar Capital Partners Group sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q4 2023, closing a stake of 5,776 shares — an estimated $267K sold.

Kavar Capital Partners Group first reported a position in DGS in Q3 2023 and held it in 1 quarter. The position peaked at $267K in Q3 2023. 213 funds tracked by Wall St. Rank hold DGS as of Q4 2023.

  • Kavar Capital Partners Group reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q4 2023 after selling out during the quarter.
  • Kavar Capital Partners Group sold 5,776 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q4 2023, an estimated $267K.
  • Kavar Capital Partners Group first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2023 and held it in 1 quarter.
  • Kavar Capital Partners Group's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $267K in Q3 2023.
  • 213 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q4 2023.

Based on Kavar Capital Partners Group's 13F filing for Q4 2023, filed 14 Feb 2024.