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

Marion 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
2023 Q4	–	Sell	-26,578	Closed	-$1.23M	–	121
2023 Q3	$1.23M	Buy	26,578 +478	+2%	+$22.8K	0.43%	51
2023 Q2	$1.21M	Buy	26,100 +496	+2%	+$23K	0.43%	48
2023 Q1	$1.17M	Buy	25,604 +1,502	+6%	+$68.9K	0.44%	48
2022 Q4	$1.06M	Buy	24,102 +3,743	+18%	+$158K	0.45%	51
2022 Q3	$811K	Buy	20,359 +1,284	+7%	+$56.7K	0.42%	49
2022 Q2	$852K	Sell	19,075 -1,687	-8%	-$83.7K	0.45%	46
2022 Q1	$1.11M	Buy	20,762 +293	+1%	+$15.4K	0.54%	46
2021 Q4	$1.08M	Buy	+20,469	New	+$1.08M	0.51%	47

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Marion Wealth Management's DGS Position: Q4 2023 in Review

Marion Wealth Management sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q4 2023, closing a stake of 26,578 shares — an estimated $1.23M sold.

Marion Wealth Management first reported a position in DGS in Q4 2021 and held it in 8 quarters. The position peaked at $1.23M in Q3 2023. 213 funds tracked by Wall St. Rank hold DGS as of Q4 2023.

Marion Wealth Management reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q4 2023 after selling out during the quarter.
Marion Wealth Management sold 26,578 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q4 2023, an estimated $1.23M.
Marion Wealth Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2021 and held it in 8 quarters.
Marion Wealth Management's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $1.23M in Q3 2023.
213 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q4 2023.

Based on Marion Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.