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Tyler-Stone Wealth Management’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Tyler-Stone 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
Q3 		– Sell
-412
Closed -$21.2K – 453
2024
Q2 		$21.2K Sell
412
-65
-14% -$3.35K 0.01% 511
2024
Q1 		$24.3K Buy
+477
New +$23.6K 0.01% 494

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
Morgan Stanley
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
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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Tyler-Stone Wealth Management's DGS Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q3 2024, closing a stake of 412 shares — an estimated $21.2K sold.

Tyler-Stone Wealth Management first reported a position in DGS in Q1 2024 and held it in 2 quarters. The position peaked at $24.3K in Q1 2024. 232 funds tracked by Wall St. Rank hold DGS as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 412 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q3 2024, an estimated $21.2K.
  • Tyler-Stone Wealth Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2024 and held it in 2 quarters.
  • Tyler-Stone Wealth Management's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $24.3K in Q1 2024.
  • 232 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.