Lake Point Wealth Management’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Lake Point Wealth 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	$0	Hold	10	–	–	﹤0.01%	459
2022 Q1	$1K	Hold	10	–	–	﹤0.01%	378
2021 Q4	$1K	Hold	10	–	–	﹤0.01%	382
2021 Q3	$1K	Hold	10	–	–	﹤0.01%	357
2021 Q2	$1K	Buy	+10	New	+$533	﹤0.01%	368
2020 Q1	$0	Hold	10	–	–	﹤0.01%	409
2019 Q4	$0	Buy	+10	New	+$458	﹤0.01%	614
2019 Q2	$11K	Hold	237	–	–	﹤0.01%	306
2019 Q1	$11K	Sell	237 -11,756	-98%	-$538K	﹤0.01%	306
2018 Q4	$502K	Buy	+11,993	New	+$509K	0.19%	86

Other funds holding DGS

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

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

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

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

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

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

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

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

AWM

Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return

Lake Point Wealth Management's DGS Position: Q2 2022 in Review

Lake Point Wealth Management held its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) position steady in Q2 2022 at 10 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #459.

Lake Point Wealth Management first reported a position in DGS in Q4 2018 and has held it in 10 quarters since. The position peaked at $502K in Q4 2018. 186 funds tracked by Wall St. Rank hold DGS as of Q2 2022.

Lake Point Wealth Management held 10 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $0 as of Q2 2022.
Lake Point Wealth Management left its WisdomTree Emerging Markets SmallCap Dividend Fund share count unchanged in Q2 2022.
WisdomTree Emerging Markets SmallCap Dividend Fund made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #459 holding.
Lake Point Wealth Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $502K in Q4 2018.
186 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.