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

SouthState Corp’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
2015 Q3	–	Sell	-5,233	Closed	-$227K	–	220
2015 Q2	$227K	Sell	5,233 -1,166	-18%	-$53.2K	0.03%	214
2015 Q1	$283K	Sell	6,399 -8,486	-57%	-$372K	0.04%	209
2014 Q4	$642K	Sell	14,885 -21,666	-59%	-$965K	0.1%	152
2014 Q3	$1.69M	Sell	36,551 -2,296	-6%	-$112K	0.26%	110
2014 Q2	$1.86M	Buy	38,847 +70	+0.2%	+$3.33K	0.31%	90
2014 Q1	$1.81M	Buy	38,777 +9,596	+33%	+$430K	0.29%	97
2013 Q4	$1.34M	Buy	29,181 +467	+2%	+$22.1K	0.22%	114
2013 Q3	$1.34M	Buy	28,714 +982	+4%	+$45.4K	0.25%	109
2013 Q2	$1.28M	Buy	+27,732	New	+$1.4M	0.27%	97

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Halbert Hargrove Global Advisors Long Beach, California $2.07B AUM 19% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

JOYN Advisors Atlanta, Georgia $300M AUM 14.91% 1-Year Est. Return