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WealthPLAN Partners’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-1,511
Closed -$70.3K – 491
2023
Q2 		$70.3K Buy
1,511
+2
+0.1% +$93 0.01% 450
2023
Q1 		$69.1K Buy
+1,509
New +$69.2K 0.01% 497

Other funds holding DGS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

WealthPLAN Partners's DGS Position: Q3 2023 in Review

WealthPLAN Partners sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q3 2023, closing a stake of 1,511 shares — an estimated $70.3K sold.

WealthPLAN Partners first reported a position in DGS in Q1 2023 and held it in 2 quarters. The position peaked at $70.3K in Q2 2023. 197 funds tracked by Wall St. Rank hold DGS as of Q3 2023.

  • WealthPLAN Partners reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 1,511 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q3 2023, an estimated $70.3K.
  • WealthPLAN Partners first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $70.3K in Q2 2023.
  • 197 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.