Plante Moran Financial Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Plante Moran Financial 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 Q2	–	Sell	-478	Closed	-$24.3K	–	807
2024 Q1	$24.3K	Buy	+478	New	+$23.7K	﹤0.01%	469
2014 Q2	–	Sell	-212	Closed	-$10K	–	832
2014 Q1	$10K	Hold	212	–	–	0.01%	364
2013 Q4	$10K	Buy	+212	New	+$10K	0.01%	447

Other funds holding DGS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

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

Plante Moran Financial Advisors's DGS Position: Q2 2024 in Review

Plante Moran Financial Advisors sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2024, closing a stake of 478 shares — an estimated $24.3K sold.

Plante Moran Financial Advisors first reported a position in DGS in Q4 2013 and held it in 3 quarters. The position peaked at $24.3K in Q1 2024. 230 funds tracked by Wall St. Rank hold DGS as of Q2 2024.

Plante Moran Financial Advisors reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q2 2024 after selling out during the quarter.
Plante Moran Financial Advisors sold 478 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2024, an estimated $24.3K.
Plante Moran Financial Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2013 and held it in 3 quarters.
Plante Moran Financial Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $24.3K in Q1 2024.
230 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.