Signet Financial Management’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Signet Financial Management’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 Q1	–	Sell	-666	Closed	-$35K	–	503
2021 Q4	$35K	Buy	+666	New	+$35.1K	0.01%	627
2018 Q4	–	Sell	-1,626	Closed	-$74K	–	371
2018 Q3	$74K	Buy	1,626 +46	+3%	+$2.16K	0.01%	343
2018 Q2	$75K	Sell	1,580 -114	-7%	-$5.91K	0.01%	339
2018 Q1	$92K	Buy	+1,694	New	+$91.8K	0.02%	299

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

FPIS

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

BFM

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

Signet Financial Management's DGS Position: Q1 2022 in Review

Signet Financial Management sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q1 2022, closing a stake of 666 shares — an estimated $35K sold.

Signet Financial Management first reported a position in DGS in Q1 2018 and held it in 4 quarters. The position peaked at $92K in Q1 2018. 195 funds tracked by Wall St. Rank hold DGS as of Q1 2022.

Signet Financial Management reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q1 2022 after selling out during the quarter.
Signet Financial Management sold 666 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2022, an estimated $35K.
Signet Financial Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2018 and held it in 4 quarters.
Signet Financial Management's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $92K in Q1 2018.
195 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2022.

Based on Signet Financial Management's 13F filing for Q1 2022, filed 13 May 2022.