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

Resurgent 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 Q1	–	Sell	-1,070	Closed	-$53.4K	–	263
2023 Q4	$53.4K	Buy	1,070 +7	+0.7%	+$327	0.03%	325
2023 Q3	$49.2K	Buy	1,063 +27	+3%	+$1.29K	0.03%	330
2023 Q2	$48.2K	Sell	1,036 -150	-13%	-$6.96K	0.03%	338
2023 Q1	$54.3K	Buy	1,186 +2	+0.2%	+$92	0.04%	321
2022 Q4	$52.1K	Buy	+1,184	New	+$50.1K	0.03%	414

Other funds holding DGS

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Resurgent Financial Advisors's DGS Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q1 2024, closing a stake of 1,070 shares — an estimated $53.4K sold.

Resurgent Financial Advisors first reported a position in DGS in Q4 2022 and held it in 5 quarters. The position peaked at $54.3K in Q1 2023. 222 funds tracked by Wall St. Rank hold DGS as of Q1 2024.

Resurgent Financial Advisors reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q1 2024 after selling out during the quarter.
Resurgent Financial Advisors sold 1,070 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2024, an estimated $53.4K.
Resurgent Financial Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2022 and held it in 5 quarters.
Resurgent Financial Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $54.3K in Q1 2023.
222 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.