Koshinski Asset Management’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Koshinski Asset Management’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
2022 Q2	–	Sell	-1,809	Closed	-$96.4K	–	892
2022 Q1	$96.4K	Buy	1,809 +3	+0.2%	+$158	0.01%	840
2021 Q4	$95.6K	Hold	1,806	–	–	0.01%	877
2021 Q3	$96.6K	Buy	+1,806	New	+$98.1K	0.01%	860
2018 Q4	–	Sell	-4,455	Closed	-$203K	–	424
2018 Q3	$203K	Buy	+4,455	New	+$209K	0.03%	501

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

Cerity Partners New York $82.7B AUM 28.53% 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

FPIS

Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 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

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Koshinski Asset Management's DGS Position: Q2 2022 in Review

Koshinski Asset Management sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2022, closing a stake of 1,809 shares — an estimated $96.4K sold.

Koshinski Asset Management first reported a position in DGS in Q3 2018 and held it in 4 quarters. The position peaked at $203K in Q3 2018. 186 funds tracked by Wall St. Rank hold DGS as of Q2 2022.

Koshinski Asset Management reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q2 2022 after selling out during the quarter.
Koshinski Asset Management sold 1,809 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2022, an estimated $96.4K.
Koshinski Asset Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2018 and held it in 4 quarters.
Koshinski Asset Management's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $203K in Q3 2018.
186 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.