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Parametric Portfolio Associates’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Parametric Portfolio Associates’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
Q1 		$426K Buy
+7,999
New +$420K ﹤0.01% 3161

Other funds holding DGS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
BFM
Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return

Parametric Portfolio Associates's DGS Position: Q1 2022 in Review

Parametric Portfolio Associates opened a new position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q1 2022: 7,999 shares worth $426K. The stake represents ﹤0.01% of the portfolio and ranks #3161 among its holdings.

195 funds tracked by Wall St. Rank hold DGS as of Q1 2022.

  • Parametric Portfolio Associates held 7,999 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $426K as of Q1 2022.
  • WisdomTree Emerging Markets SmallCap Dividend Fund was a new Parametric Portfolio Associates position in Q1 2022.
  • WisdomTree Emerging Markets SmallCap Dividend Fund made up ﹤0.01% of Parametric Portfolio Associates's portfolio in Q1 2022, its #3161 holding.
  • 195 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2022.

Based on Parametric Portfolio Associates's 13F filing for Q1 2022, filed 16 May 2022.