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

KLR Investment 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
2024 Q1	$363K	Sell	7,275 -1,064	-13%	-$52.7K	0.26%	110
2023 Q4	$416K	Buy	8,339 +394	+5%	+$18.4K	0.3%	97
2023 Q3	$364K	Sell	7,945 -86	-1%	-$4.11K	0.33%	96
2023 Q2	$374K	Sell	8,031 -248	-3%	-$11.5K	0.31%	109
2023 Q1	$379K	Buy	8,279 +209	+3%	+$9.58K	0.33%	97
2022 Q4	$355K	Buy	+8,070	New	+$342K	0.29%	111

Other funds holding DGS

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KLR Investment Advisors's DGS Position: Q1 2024 in Review

KLR Investment Advisors reduced its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 13% in Q1 2024, selling an estimated $52.7K and leaving 7,275 shares worth $363K. The position accounts for 0.26% of the portfolio, ranked #110.

KLR Investment Advisors first reported a position in DGS in Q4 2022 and has held it in 6 quarters since. The position peaked at $416K in Q4 2023. 222 funds tracked by Wall St. Rank hold DGS as of Q1 2024.

KLR Investment Advisors held 7,275 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $363K as of Q1 2024.
KLR Investment Advisors sold 1,064 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2024, an estimated $52.7K.
WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.26% of KLR Investment Advisors's portfolio in Q1 2024, its #110 holding.
KLR Investment Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2022 and has held it in 6 quarters since.
KLR Investment Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $416K in Q4 2023.
222 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.