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Lee Financial’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Lee Financial’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 		– Sell
-2
Closed -$100 – 327
2023
Q4 		$100 Hold
2
– – ﹤0.01% 851
2023
Q3 		$93 Hold
2
– – ﹤0.01% 827
2023
Q2 		$94 Buy
+2
New +$93 ﹤0.01% 768
2021
Q2 		– Sell
-16
Closed -$1K – 672
2021
Q1 		$1K Hold
16
– – ﹤0.01% 468
2020
Q4 		$1K Buy
+16
New +$713 ﹤0.01% 455

Other funds holding DGS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lee Financial's DGS Position: Q1 2024 in Review

Lee Financial sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q1 2024, closing a stake of 2 shares — an estimated $100 sold.

Lee Financial first reported a position in DGS in Q4 2020 and held it in 5 quarters. The position peaked at $1K in Q1 2021. 222 funds tracked by Wall St. Rank hold DGS as of Q1 2024.

  • Lee Financial reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 2 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2024, an estimated $100.
  • Lee Financial first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2020 and held it in 5 quarters.
  • Lee Financial's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $1K in Q1 2021.
  • 222 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.