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Missouri Trust & Investment Company’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Missouri Trust & Investment Company’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
-112
Closed -$5.18K – 434
2023
Q3 		$5.18K Buy
+112
New +$5.35K ﹤0.01% 336

Other funds holding DGS

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Missouri Trust & Investment Company's DGS Position: Q4 2023 in Review

Missouri Trust & Investment Company sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q4 2023, closing a stake of 112 shares — an estimated $5.18K sold.

Missouri Trust & Investment Company first reported a position in DGS in Q3 2023 and held it in 1 quarter. The position peaked at $5.18K in Q3 2023. 214 funds tracked by Wall St. Rank hold DGS as of Q4 2023.

  • Missouri Trust & Investment Company reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q4 2023 after selling out during the quarter.
  • Missouri Trust & Investment Company sold 112 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q4 2023, an estimated $5.18K.
  • Missouri Trust & Investment Company first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2023 and held it in 1 quarter.
  • Missouri Trust & Investment Company's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $5.18K in Q3 2023.
  • 214 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q4 2023.

Based on Missouri Trust & Investment Company's 13F filing for Q4 2023, filed 8 Feb 2024.