Kestra Private Wealth Services’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Kestra Private Wealth 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	–	Sell	-7,371	Closed	-$394K	–	997
2021 Q3	$394K	Sell	7,371 -1,006	-12%	-$54.6K	0.02%	609
2021 Q2	$456K	Buy	+8,377	New	+$447K	0.03%	533

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

Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 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

Kestra Private Wealth Services's DGS Position: Q4 2021 in Review

Kestra Private Wealth Services sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q4 2021, closing a stake of 7,371 shares — an estimated $394K sold.

Kestra Private Wealth Services first reported a position in DGS in Q2 2021 and held it in 2 quarters. The position peaked at $456K in Q2 2021. 194 funds tracked by Wall St. Rank hold DGS as of Q4 2021.

Kestra Private Wealth Services reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q4 2021 after selling out during the quarter.
Kestra Private Wealth Services sold 7,371 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q4 2021, an estimated $394K.
Kestra Private Wealth Services first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q2 2021 and held it in 2 quarters.
Kestra Private Wealth Services's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $456K in Q2 2021.
194 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q4 2021.

Based on Kestra Private Wealth Services's 13F filing for Q4 2021, filed 21 Jan 2022.