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MassMutual Private Wealth & Trust’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

MassMutual Private Wealth & Trust’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 		– Sell
-280
Closed -$12.8K – 1931
2023
Q1 		$12.8K Buy
+280
New +$12.8K ﹤0.01% 858

Other funds holding DGS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
National Bank of Canada
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

MassMutual Private Wealth & Trust's DGS Position: Q2 2023 in Review

MassMutual Private Wealth & Trust sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2023, closing a stake of 280 shares — an estimated $12.8K sold.

MassMutual Private Wealth & Trust first reported a position in DGS in Q1 2023 and held it in 1 quarter. The position peaked at $12.8K in Q1 2023. 190 funds tracked by Wall St. Rank hold DGS as of Q2 2023.

  • MassMutual Private Wealth & Trust reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q2 2023 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 280 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2023, an estimated $12.8K.
  • MassMutual Private Wealth & Trust first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2023 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $12.8K in Q1 2023.
  • 190 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2023.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2023, filed 2 Aug 2023.