My Legacy Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

My Legacy Advisors’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 Q3	–	Sell	-8,791	Closed	-$452K	–	201
2024 Q2	$452K	Sell	8,791 -2,609	-23%	-$134K	0.14%	156
2024 Q1	$580K	Sell	11,400 -1,312	-10%	-$64.9K	0.19%	143
2023 Q4	$620K	Sell	12,712 -373	-3%	-$17.4K	0.22%	135
2023 Q3	$585K	Sell	13,085 -672	-5%	-$32.1K	0.24%	131
2023 Q2	$667K	Buy	13,757 +1,045	+8%	+$48.5K	0.26%	128
2023 Q1	$582K	Buy	12,712 +518	+4%	+$23.8K	0.25%	135
2022 Q4	$569K	Sell	12,194 -628	-5%	-$26.6K	0.24%	144
2022 Q3	$506K	Buy	12,822 +2,711	+27%	+$120K	0.26%	142
2022 Q2	$438K	Buy	+10,111	New	+$502K	0.22%	154

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

My Legacy Advisors's DGS Position: Q3 2024 in Review

My Legacy Advisors sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q3 2024, closing a stake of 8,791 shares — an estimated $452K sold.

My Legacy Advisors first reported a position in DGS in Q2 2022 and held it in 9 quarters. The position peaked at $667K in Q2 2023. 232 funds tracked by Wall St. Rank hold DGS as of Q3 2024.

My Legacy Advisors reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q3 2024 after selling out during the quarter.
My Legacy Advisors sold 8,791 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q3 2024, an estimated $452K.
My Legacy Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q2 2022 and held it in 9 quarters.
My Legacy Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $667K in Q2 2023.
232 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2024.

Based on My Legacy Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.