Swaine & Leidel Wealth Services’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Swaine & Leidel Wealth Services’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	$4.92M	Buy	+4,923	New	+$259K	3.79%	1
2021 Q1	$4.92M	Buy	95,980 +13,505	+16%	+$670K	3.17%	1
2020 Q4	$3.94M	Buy	82,475 +8,854	+12%	+$395K	2.85%	5
2020 Q3	$3.04M	Buy	73,621 +936	+1%	+$39.2K	2.97%	14
2020 Q2	$2.83M	Buy	72,685 +2,948	+4%	+$109K	2.89%	16
2020 Q1	$2.3M	Buy	69,737 +17,361	+33%	+$733K	2.39%	24
2019 Q4	$2.5M	Buy	+52,376	New	+$2.4M	2.09%	32

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

Swaine & Leidel Wealth Services's DGS Position: Q1 2022 in Review

Swaine & Leidel Wealth Services opened a new position in WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q1 2022: 4,923 shares worth $4.92M. The stake represents 3.79% of the portfolio and ranks #1 among its holdings. This is a return to the name: Swaine & Leidel Wealth Services previously reported a position in DGS as recently as Q1 2021.

Swaine & Leidel Wealth Services first reported a position in DGS in Q4 2019 and has held it in 7 quarters since. 195 funds tracked by Wall St. Rank hold DGS as of Q1 2022.

Swaine & Leidel Wealth Services held 4,923 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $4.92M as of Q1 2022.
WisdomTree Emerging Markets SmallCap Dividend Fund was a new Swaine & Leidel Wealth Services position in Q1 2022.
WisdomTree Emerging Markets SmallCap Dividend Fund made up 3.79% of Swaine & Leidel Wealth Services's portfolio in Q1 2022, its #1 holding.
Swaine & Leidel Wealth Services first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2019 and has held it in 7 quarters since.
195 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2022.

Based on Swaine & Leidel Wealth Services's 13F filing for Q1 2022, filed 17 May 2022.