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Rooted Wealth Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Rooted Wealth 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
2023
Q2 		– Sell
-23,854
Closed -$1.11M – 86
2023
Q1 		$1.11M Buy
23,854
+635
+3% +$29.1K 0.83% 31
2022
Q4 		$1.02M Buy
+23,219
New +$983K 0.86% 33

Other funds holding DGS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
National Bank of Canada
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

Rooted Wealth Advisors's DGS Position: Q2 2023 in Review

Rooted Wealth Advisors sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2023, closing a stake of 23,854 shares — an estimated $1.11M sold.

Rooted Wealth Advisors first reported a position in DGS in Q4 2022 and held it in 2 quarters. The position peaked at $1.11M in Q1 2023. 190 funds tracked by Wall St. Rank hold DGS as of Q2 2023.

  • Rooted Wealth Advisors reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q2 2023 after selling out during the quarter.
  • Rooted Wealth Advisors sold 23,854 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2023, an estimated $1.11M.
  • Rooted Wealth Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2022 and held it in 2 quarters.
  • Rooted Wealth Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $1.11M in Q1 2023.
  • 190 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2023.

Based on Rooted Wealth Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.