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Second Half Financial Partners’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Second Half Financial Partners’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
Q3 		– Sell
-95,980
Closed -$4.92M – 41
2022
Q2 		$4.92M Hold
95,980
– – 3.79% 1
2022
Q1 		$4.92M Buy
+95,980
New +$5.04M 3.79% 1

Other funds holding DGS

Creative Planning
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Second Half Financial Partners's DGS Position: Q3 2022 in Review

Second Half Financial Partners sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q3 2022, closing a stake of 95,980 shares — an estimated $4.92M sold.

Second Half Financial Partners first reported a position in DGS in Q1 2022 and held it in 2 quarters. The position peaked at $4.92M in Q2 2022. 176 funds tracked by Wall St. Rank hold DGS as of Q3 2022.

  • Second Half Financial Partners reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q3 2022 after selling out during the quarter.
  • Second Half Financial Partners sold 95,980 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q3 2022, an estimated $4.92M.
  • Second Half Financial Partners first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2022 and held it in 2 quarters.
  • Second Half Financial Partners's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $4.92M in Q2 2022.
  • 176 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2022.

Based on Second Half Financial Partners's 13F filing for Q3 2022, filed 15 Nov 2022.