TCI Wealth Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

TCI Wealth Advisors’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
2023 Q3	–	Sell	-4,562	Closed	-$212K	–	197
2023 Q2	$212K	Buy	4,562 +1,460	+47%	+$67.8K	0.03%	177
2023 Q1	$142K	Buy	3,102 +313	+11%	+$14.4K	0.02%	228
2022 Q4	$123K	Sell	2,789 -186	-6%	-$7.88K	0.02%	229
2022 Q3	$118K	Buy	2,975 +227	+8%	+$10K	0.02%	224
2022 Q2	$123K	Sell	2,748 -19	-0.7%	-$942	0.02%	223
2022 Q1	$147K	Buy	2,767 +24	+0.9%	+$1.26K	0.02%	215
2021 Q4	$145K	Buy	2,743 +39	+1%	+$2.05K	0.02%	209
2021 Q3	$145K	Buy	2,704 +2,694	+26,940%	+$146K	0.02%	232
2021 Q2	$1K	Hold	10	–	–	﹤0.01%	2196
2021 Q1	$1K	Hold	10	–	–	﹤0.01%	2046
2020 Q4	$0	Hold	10	–	–	﹤0.01%	1567
2020 Q3	$0	Hold	10	–	–	﹤0.01%	1555
2020 Q2	$0	Hold	10	–	–	﹤0.01%	1497
2020 Q1	$0	Sell	10 -60	-86%	-$2.53K	﹤0.01%	1530
2019 Q4	$3K	Buy	+70	New	+$3.21K	﹤0.01%	1006

Other funds holding DGS

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FPIS

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

TCI Wealth Advisors's DGS Position: Q3 2023 in Review

TCI Wealth Advisors sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q3 2023, closing a stake of 4,562 shares — an estimated $212K sold.

TCI Wealth Advisors first reported a position in DGS in Q4 2019 and held it in 15 quarters. The position peaked at $212K in Q2 2023. 196 funds tracked by Wall St. Rank hold DGS as of Q3 2023.

TCI Wealth Advisors reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q3 2023 after selling out during the quarter.
TCI Wealth Advisors sold 4,562 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q3 2023, an estimated $212K.
TCI Wealth Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2019 and held it in 15 quarters.
TCI Wealth Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $212K in Q2 2023.
196 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2023.

Based on TCI Wealth Advisors's 13F filing for Q3 2023, filed 31 Oct 2023.