Washington Trust’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Washington Trust’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 Q4	–	Sell	-75	Closed	-$3.47K	–	860
2023 Q3	$3.47K	Hold	75	–	–	﹤0.01%	719
2023 Q2	$3.49K	Hold	75	–	–	﹤0.01%	740
2023 Q1	$3.43K	Hold	75	–	–	﹤0.01%	759
2022 Q4	$3.3K	Hold	75	–	–	﹤0.01%	759
2022 Q3	$3K	Hold	75	–	–	﹤0.01%	758
2022 Q2	$3K	Hold	75	–	–	﹤0.01%	762
2022 Q1	$4K	Hold	75	–	–	﹤0.01%	755
2021 Q4	$4K	Hold	75	–	–	﹤0.01%	756
2021 Q3	$4K	Hold	75	–	–	﹤0.01%	878
2021 Q2	$4K	Hold	75	–	–	﹤0.01%	877
2021 Q1	$4K	Buy	+75	New	+$3.72K	﹤0.01%	837

Other funds holding DGS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FPIS

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

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

Washington Trust's DGS Position: Q4 2023 in Review

Washington Trust sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q4 2023, closing a stake of 75 shares — an estimated $3.47K sold.

Washington Trust first reported a position in DGS in Q1 2021 and held it in 11 quarters. The position peaked at $4K in Q1 2022. 214 funds tracked by Wall St. Rank hold DGS as of Q4 2023.

Washington Trust reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q4 2023 after selling out during the quarter.
Washington Trust sold 75 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q4 2023, an estimated $3.47K.
Washington Trust first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2021 and held it in 11 quarters.
Washington Trust's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $4K in Q1 2022.
214 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q4 2023.

Based on Washington Trust's 13F filing for Q4 2023, filed 18 Jan 2024.