Madden Securities’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Madden Securities’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 Q4	–	Sell	-6,905	Closed	-$275K	–	396
2022 Q3	$275K	Hold	6,905	–	–	0.17%	84
2022 Q2	$308K	Hold	6,905	–	–	0.17%	81
2022 Q1	$368K	Hold	6,905	–	–	0.17%	78
2021 Q4	$365K	Buy	6,905 +2,495	+57%	+$131K	0.17%	83
2021 Q3	$236K	Hold	4,410	–	–	0.13%	99
2021 Q2	$240K	Hold	4,410	–	–	0.13%	126
2021 Q1	$226K	Buy	+4,410	New	+$219K	0.13%	124

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

BFM

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

Madden Securities's DGS Position: Q4 2022 in Review

Madden Securities sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q4 2022, closing a stake of 6,905 shares — an estimated $275K sold.

Madden Securities first reported a position in DGS in Q1 2021 and held it in 7 quarters. The position peaked at $368K in Q1 2022. 179 funds tracked by Wall St. Rank hold DGS as of Q4 2022.

Madden Securities reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q4 2022 after selling out during the quarter.
Madden Securities sold 6,905 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q4 2022, an estimated $275K.
Madden Securities first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2021 and held it in 7 quarters.
Madden Securities's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $368K in Q1 2022.
179 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q4 2022.

Based on Madden Securities's 13F filing for Q4 2022, filed 11 Jan 2023.