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

Moran 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
2024 Q2	–	Sell	-8,740	Closed	-$445K	–	400
2024 Q1	$445K	Buy	8,740 +2,111	+32%	+$104K	0.01%	333
2023 Q4	$331K	Buy	6,629 +403	+6%	+$18.9K	0.01%	358
2023 Q3	$288K	Buy	6,226 +1,124	+22%	+$53.7K	0.01%	328
2023 Q2	$237K	Buy	5,102 +729	+17%	+$33.8K	0.01%	367
2023 Q1	$200K	Buy	+4,373	New	+$201K	0.01%	350

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

Morgan Stanley New York $1.66T AUM 25.57% 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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

FPIS

Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

Moran Wealth Management's DGS Position: Q2 2024 in Review

Moran Wealth Management sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2024, closing a stake of 8,740 shares — an estimated $445K sold.

Moran Wealth Management first reported a position in DGS in Q1 2023 and held it in 5 quarters. The position peaked at $445K in Q1 2024. 229 funds tracked by Wall St. Rank hold DGS as of Q2 2024.

Moran Wealth Management reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q2 2024 after selling out during the quarter.
Moran Wealth Management sold 8,740 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2024, an estimated $445K.
Moran Wealth Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2023 and held it in 5 quarters.
Moran Wealth Management's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $445K in Q1 2024.
229 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2024.

Based on Moran Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.