SMG
DGS icon

Spectrum Management Group’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Spectrum Management Group’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
2021
Q4 		– Sell
-183
Closed -$10K – 342
2021
Q3 		$10K Buy
+183
New +$9.94K ﹤0.01% 278

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
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 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
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
BFM
Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

Spectrum Management Group's DGS Position: Q4 2021 in Review

Spectrum Management Group sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q4 2021, closing a stake of 183 shares — an estimated $10K sold.

Spectrum Management Group first reported a position in DGS in Q3 2021 and held it in 1 quarter. The position peaked at $10K in Q3 2021. 194 funds tracked by Wall St. Rank hold DGS as of Q4 2021.

  • Spectrum Management Group reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q4 2021 after selling out during the quarter.
  • Spectrum Management Group sold 183 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q4 2021, an estimated $10K.
  • Spectrum Management Group first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2021 and held it in 1 quarter.
  • Spectrum Management Group's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $10K in Q3 2021.
  • 194 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q4 2021.

Based on Spectrum Management Group's 13F filing for Q4 2021, filed 3 Feb 2022.