Lansing Street Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Lansing Street 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
2023 Q2	$62.5K	Sell	1,343 -2,760	-67%	-$128K	0.04%	132
2023 Q1	$188K	Buy	4,103 +10	+0.2%	+$459	0.12%	79
2022 Q4	$180K	Buy	4,093 +29	+0.7%	+$1.23K	0.12%	86
2022 Q3	$162K	Buy	4,064 +82	+2%	+$3.62K	0.13%	84
2022 Q2	$178K	Sell	3,982 -73,604	-95%	-$3.65M	0.14%	80
2022 Q1	$4.14M	Buy	+77,586	New	+$4.08M	2.64%	10

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

Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 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

FPIS

Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

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

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

BFM

Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return

Lansing Street Advisors's DGS Position: Q2 2023 in Review

Lansing Street Advisors reduced its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 67% in Q2 2023, selling an estimated $128K and leaving 1,343 shares worth $62.5K. The position accounts for 0.04% of the portfolio, ranked #132.

Lansing Street Advisors first reported a position in DGS in Q1 2022 and has held it in 6 quarters since. The position peaked at $4.14M in Q1 2022. 190 funds tracked by Wall St. Rank hold DGS as of Q2 2023.

Lansing Street Advisors held 1,343 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $62.5K as of Q2 2023.
Lansing Street Advisors sold 2,760 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2023, an estimated $128K.
WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.04% of Lansing Street Advisors's portfolio in Q2 2023, its #132 holding.
Lansing Street Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2022 and has held it in 6 quarters since.
Lansing Street Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $4.14M in Q1 2022.
190 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2023.

Based on Lansing Street Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.