Meeder Asset Management’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Meeder Asset 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
2022 Q4	–	Sell	-1,890	Closed	-$75K	–	1095
2022 Q3	$75K	Sell	1,890 -23	-1%	-$1.02K	﹤0.01%	753
2022 Q2	$85K	Sell	1,913 -2,169	-53%	-$108K	﹤0.01%	760
2022 Q1	$218K	Sell	4,082 -257	-6%	-$13.5K	0.01%	636
2021 Q4	$230K	Sell	4,339 -193	-4%	-$10.2K	0.02%	316
2021 Q3	$242K	Buy	4,532 +125	+3%	+$6.79K	0.01%	664
2021 Q2	$240K	Buy	4,407 +450	+11%	+$24K	0.01%	690
2021 Q1	$203K	Buy	3,957 +200	+5%	+$9.92K	0.01%	724
2020 Q4	$179K	Buy	+3,757	New	+$167K	0.04%	326

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

Meeder Asset Management's DGS Position: Q4 2022 in Review

Meeder Asset Management sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q4 2022, closing a stake of 1,890 shares — an estimated $75K sold.

Meeder Asset Management first reported a position in DGS in Q4 2020 and held it in 8 quarters. The position peaked at $242K in Q3 2021. 179 funds tracked by Wall St. Rank hold DGS as of Q4 2022.

Meeder Asset Management reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q4 2022 after selling out during the quarter.
Meeder Asset Management sold 1,890 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q4 2022, an estimated $75K.
Meeder Asset Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2020 and held it in 8 quarters.
Meeder Asset Management's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $242K in Q3 2021.
179 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q4 2022.

Based on Meeder Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.