Private Ocean’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Private Ocean’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 Q1	–	Sell	-141	Closed	-$6.2K	–	626
2022 Q4	$6.2K	Buy	+141	New	+$5.97K	﹤0.01%	403
2022 Q2	–	Sell	-1,007	Closed	-$54K	–	521
2022 Q1	$54K	Buy	1,007 +3	+0.3%	+$158	0.01%	234
2021 Q4	$53K	Buy	1,004 +11	+1%	+$579	0.01%	254
2021 Q3	$53K	Buy	+993	New	+$53.9K	0.01%	242

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

Private Ocean's DGS Position: Q1 2023 in Review

Private Ocean sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q1 2023, closing a stake of 141 shares — an estimated $6.2K sold.

Private Ocean first reported a position in DGS in Q3 2021 and held it in 4 quarters. The position peaked at $54K in Q1 2022. 194 funds tracked by Wall St. Rank hold DGS as of Q1 2023.

Private Ocean reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q1 2023 after selling out during the quarter.
Private Ocean sold 141 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2023, an estimated $6.2K.
Private Ocean first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2021 and held it in 4 quarters.
Private Ocean's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $54K in Q1 2022.
194 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2023.

Based on Private Ocean's 13F filing for Q1 2023, filed 21 Apr 2023.