Total Clarity Wealth Management’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Total Clarity Wealth Management’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
2024 Q1	–	Sell	-20,221	Closed	-$1.01M	–	276
2023 Q4	$1.01M	Buy	20,221 +1,021	+5%	+$47.8K	0.41%	75
2023 Q3	$888K	Buy	19,200 +1,587	+9%	+$75.8K	0.43%	68
2023 Q2	$820K	Buy	+17,613	New	+$818K	0.41%	72
2022 Q3	–	Sell	-16	Closed	-$1K	–	392
2022 Q2	$1K	Buy	+16	New	+$794	﹤0.01%	964

Other funds holding DGS

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

Jane Street New York $777B AUM 61.18% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

Total Clarity Wealth Management's DGS Position: Q1 2024 in Review

Total Clarity Wealth Management sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q1 2024, closing a stake of 20,221 shares — an estimated $1.01M sold.

Total Clarity Wealth Management first reported a position in DGS in Q2 2022 and held it in 4 quarters. The position peaked at $1.01M in Q4 2023. 222 funds tracked by Wall St. Rank hold DGS as of Q1 2024.

Total Clarity Wealth Management reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q1 2024 after selling out during the quarter.
Total Clarity Wealth Management sold 20,221 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2024, an estimated $1.01M.
Total Clarity Wealth Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q2 2022 and held it in 4 quarters.
Total Clarity Wealth Management's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $1.01M in Q4 2023.
222 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2024.

Based on Total Clarity Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.