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Magnolia Capital Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Magnolia Capital 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
2022
Q1 		– Sell
-6,536
Closed -$346K – 208
2021
Q4 		$346K Buy
6,536
+302
+5% +$15.9K 0.1% 141
2021
Q3 		$333K Buy
+6,234
New +$339K 0.12% 136

Other funds holding DGS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
BFM
Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return

Magnolia Capital Advisors's DGS Position: Q1 2022 in Review

Magnolia Capital Advisors sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q1 2022, closing a stake of 6,536 shares — an estimated $346K sold.

Magnolia Capital Advisors first reported a position in DGS in Q3 2021 and held it in 2 quarters. The position peaked at $346K in Q4 2021. 195 funds tracked by Wall St. Rank hold DGS as of Q1 2022.

  • Magnolia Capital Advisors reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q1 2022 after selling out during the quarter.
  • Magnolia Capital Advisors sold 6,536 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2022, an estimated $346K.
  • Magnolia Capital Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2021 and held it in 2 quarters.
  • Magnolia Capital Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $346K in Q4 2021.
  • 195 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2022.

Based on Magnolia Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.