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

San Luis 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
2022
Q2 		– Sell
-788
Closed -$42K – 162
2022
Q1 		$42K Buy
+788
New +$41.4K 0.02% 251

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Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return

San Luis Wealth Advisors's DGS Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2022, closing a stake of 788 shares — an estimated $42K sold.

San Luis Wealth Advisors first reported a position in DGS in Q1 2022 and held it in 1 quarter. The position peaked at $42K in Q1 2022. 186 funds tracked by Wall St. Rank hold DGS as of Q2 2022.

  • San Luis Wealth Advisors reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q2 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 788 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2022, an estimated $42K.
  • San Luis Wealth Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2022 and held it in 1 quarter.
  • San Luis Wealth Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $42K in Q1 2022.
  • 186 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.