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Tucker Asset Management’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Tucker Asset 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
Q2 		– Sell
-49
Closed -$2.49K – 1706
2024
Q1 		$2.49K Hold
49
– – ﹤0.01% 1272
2023
Q4 		$2.45K Hold
49
– – ﹤0.01% 1089
2023
Q3 		$2.27K Buy
+49
New +$2.34K ﹤0.01% 1013

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
UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return

Tucker Asset Management's DGS Position: Q2 2024 in Review

Tucker Asset Management sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2024, closing a stake of 49 shares — an estimated $2.49K sold.

Tucker Asset Management first reported a position in DGS in Q3 2023 and held it in 3 quarters. The position peaked at $2.49K in Q1 2024. 229 funds tracked by Wall St. Rank hold DGS as of Q2 2024.

  • Tucker Asset Management reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q2 2024 after selling out during the quarter.
  • Tucker Asset Management sold 49 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2024, an estimated $2.49K.
  • Tucker Asset Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2023 and held it in 3 quarters.
  • Tucker Asset Management's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $2.49K in Q1 2024.
  • 229 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2024.

Based on Tucker Asset Management's 13F filing for Q2 2024, filed 9 Aug 2024.