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SimplyRich’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

SimplyRich’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
-9,472
Closed -$422K – 156
2022
Q2 		$422K Hold
9,472
– – 0.18% 112
2022
Q1 		$504K Sell
9,472
-1,650
-15% -$86.7K 0.18% 112
2021
Q4 		$589K Hold
11,122
– – 0.2% 109
2021
Q3 		$594K Buy
+11,122
New +$604K 0.22% 105
2021
Q2 		– Sell
-11,122
Closed -$570K – 165
2021
Q1 		$570K Hold
11,122
– – 0.23% 102
2020
Q4 		$531K Sell
11,122
-405
-4% -$18.1K 0.24% 91
2020
Q3 		$477K Sell
11,527
-329
-3% -$13.8K 0.24% 92
2020
Q2 		$465K Sell
11,856
-1,080
-8% -$40.1K 0.26% 91
2020
Q1 		$426K Sell
12,936
-94
-0.7% -$3.97K 0.28% 85
2019
Q4 		$619K Sell
13,030
-33
-0.3% -$1.51K 0.31% 90
2019
Q3 		$576K Sell
13,063
-144
-1% -$6.59K 0.31% 89
2019
Q2 		$621K Hold
13,207
– – 0.34% 85
2019
Q1 		$622K Sell
13,207
-35,449
-73% -$1.62M 0.51% 55
2018
Q4 		$2.04M Buy
48,656
+639
+1% +$27.1K 1.87% 12
2018
Q3 		$2.19M Buy
48,017
+1,557
+3% +$73.2K 1.2% 17
2018
Q2 		$2.22M Sell
46,460
-961
-2% -$49.8K 1.27% 15
2018
Q1 		$2.56M Buy
47,421
+3,135
+7% +$170K 1.43% 13
2017
Q4 		$2.31M Buy
+44,286
New +$2.2M 1.29% 16

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
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

SimplyRich's DGS Position: Q3 2022 in Review

SimplyRich sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q3 2022, closing a stake of 9,472 shares — an estimated $422K sold.

SimplyRich first reported a position in DGS in Q4 2017 and held it in 18 quarters. The position peaked at $2.56M in Q1 2018. 176 funds tracked by Wall St. Rank hold DGS as of Q3 2022.

  • SimplyRich reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q3 2022 after selling out during the quarter.
  • SimplyRich sold 9,472 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q3 2022, an estimated $422K.
  • SimplyRich first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2017 and held it in 18 quarters.
  • SimplyRich's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $2.56M in Q1 2018.
  • 176 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2022.

Based on SimplyRich's 13F filing for Q3 2022, filed 1 Nov 2022.