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

Merriman 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
2022 Q2	–	Sell	-50,247	Closed	-$2.68M	–	176
2022 Q1	$2.68M	Buy	+50,247	New	+$2.64M	0.22%	45
2019 Q3	–	Sell	-83,273	Closed	-$39.5K	–	177
2019 Q2	$39.5K	Sell	83,273 -23,825	-22%	-$1.11M	0.76%	41
2019 Q1	$5.04M	Buy	107,098 +87,508	+447%	+$4M	0.96%	35
2018 Q4	$837K	Hold	19,590	–	–	0.18%	68
2018 Q3	$894K	Hold	19,590	–	–	0.19%	88
2018 Q2	$934K	Hold	19,590	–	–	0.21%	79
2018 Q1	$1.06M	Buy	+19,590	New	+$1.06M	0.28%	77
2016 Q4	–	Sell	-71,623	Closed	-$2.99M	–	132
2016 Q3	$2.99M	Buy	+71,623	New	+$2.97M	0.62%	51
2013 Q4	–	Sell	-8,300	Closed	-$387K	–	87
2013 Q3	$387K	Buy	+8,300	New	+$384K	0.2%	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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

AWM

Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return

Merriman Wealth Management's DGS Position: Q2 2022 in Review

Merriman Wealth Management sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2022, closing a stake of 50,247 shares — an estimated $2.68M sold.

Merriman Wealth Management first reported a position in DGS in Q3 2013 and held it in 9 quarters. The position peaked at $5.04M in Q1 2019. 186 funds tracked by Wall St. Rank hold DGS as of Q2 2022.

Merriman Wealth Management reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q2 2022 after selling out during the quarter.
Merriman Wealth Management sold 50,247 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2022, an estimated $2.68M.
Merriman Wealth Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2013 and held it in 9 quarters.
Merriman Wealth Management's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $5.04M in Q1 2019.
186 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2022.

Based on Merriman Wealth Management's 13F filing for Q2 2022, filed 29 Jul 2022.