Running Point Capital Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Running Point Capital 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
2021 Q4	–	Sell	-16,174	Closed	-$865K	–	127
2021 Q3	$865K	Hold	16,174	–	–	0.38%	48
2021 Q2	$881K	Buy	16,174 +33	+0.2%	+$1.76K	0.4%	45
2021 Q1	$828K	Buy	16,141 +2,712	+20%	+$135K	0.46%	39
2020 Q4	$641K	Buy	+13,429	New	+$599K	0.37%	45

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

Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

BFM

Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return

FPIS

Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

Running Point Capital Advisors's DGS Position: Q4 2021 in Review

Running Point Capital Advisors sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q4 2021, closing a stake of 16,174 shares — an estimated $865K sold.

Running Point Capital Advisors first reported a position in DGS in Q4 2020 and held it in 4 quarters. The position peaked at $881K in Q2 2021. 194 funds tracked by Wall St. Rank hold DGS as of Q4 2021.

Running Point Capital Advisors reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q4 2021 after selling out during the quarter.
Running Point Capital Advisors sold 16,174 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q4 2021, an estimated $865K.
Running Point Capital Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2020 and held it in 4 quarters.
Running Point Capital Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $881K in Q2 2021.
194 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q4 2021.

Based on Running Point Capital Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.