Newbridge Financial Services Group’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Newbridge Financial Services Group’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 Q2	–	Sell	-129	Closed	-$5.92K	–	1371
2023 Q1	$5.92K	Hold	129	–	–	﹤0.01%	1023
2022 Q4	$5.67K	Buy	129 +5	+4%	+$212	﹤0.01%	1036
2022 Q3	$5K	Buy	124 +4	+3%	+$177	﹤0.01%	1038
2022 Q2	$5K	Sell	120 -314	-72%	-$15.6K	﹤0.01%	1003
2022 Q1	$23K	Sell	434 -50	-10%	-$2.63K	0.01%	684
2021 Q4	$26K	Buy	484 +1	+0.2%	+$53	0.01%	641
2021 Q3	$26K	Sell	483 -612	-56%	-$33.2K	0.02%	590
2021 Q2	$60K	Buy	1,095 +681	+164%	+$36.3K	0.04%	381
2021 Q1	$21K	Buy	+414	New	+$20.5K	0.02%	678

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

FPIS

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Newbridge Financial Services Group's DGS Position: Q2 2023 in Review

Newbridge Financial Services Group sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2023, closing a stake of 129 shares — an estimated $5.92K sold.

Newbridge Financial Services Group first reported a position in DGS in Q1 2021 and held it in 9 quarters. The position peaked at $60K in Q2 2021. 190 funds tracked by Wall St. Rank hold DGS as of Q2 2023.

Newbridge Financial Services Group reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q2 2023 after selling out during the quarter.
Newbridge Financial Services Group sold 129 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2023, an estimated $5.92K.
Newbridge Financial Services Group first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2021 and held it in 9 quarters.
Newbridge Financial Services Group's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $60K in Q2 2021.
190 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2023.

Based on Newbridge Financial Services Group's 13F filing for Q2 2023, filed 21 Jul 2023.