True Wealth Design’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

True Wealth Design’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 Q3	–	Sell	-7,272	Closed	-$374K	–	1288
2024 Q2	$374K	Sell	7,272 -63	-0.9%	-$3.24K	0.09%	109
2024 Q1	$373K	Sell	7,335 -16	-0.2%	-$792	0.09%	109
2023 Q4	$367K	Hold	7,351	–	–	0.1%	108
2023 Q3	$340K	Sell	7,351 -152	-2%	-$7.26K	0.11%	108
2023 Q2	$349K	Buy	7,503 +1	+0%	+$46	0.13%	106
2023 Q1	$344K	Sell	7,502 -83	-1%	-$3.81K	0.14%	109
2022 Q4	$334K	Buy	+7,585	New	+$321K	0.15%	104

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

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

True Wealth Design's DGS Position: Q3 2024 in Review

True Wealth Design sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q3 2024, closing a stake of 7,272 shares — an estimated $374K sold.

True Wealth Design first reported a position in DGS in Q4 2022 and held it in 7 quarters. The position peaked at $374K in Q2 2024. 232 funds tracked by Wall St. Rank hold DGS as of Q3 2024.

True Wealth Design reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q3 2024 after selling out during the quarter.
True Wealth Design sold 7,272 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q3 2024, an estimated $374K.
True Wealth Design first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2022 and held it in 7 quarters.
True Wealth Design's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $374K in Q2 2024.
232 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2024.

Based on True Wealth Design's 13F filing for Q3 2024, filed 14 Nov 2024.