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Wetzel Investment Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Wetzel Investment Advisors’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
-300
Closed -$15.3K – 303
2024
Q2 		$15.3K Hold
300
– – 0.01% 389
2024
Q1 		$15K Hold
300
– – 0.01% 434
2023
Q4 		$15K Buy
+300
New +$14K 0.01% 429

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

Wetzel Investment Advisors's DGS Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q3 2024, closing a stake of 300 shares — an estimated $15.3K sold.

Wetzel Investment Advisors first reported a position in DGS in Q4 2023 and held it in 3 quarters. The position peaked at $15.3K in Q2 2024. 232 funds tracked by Wall St. Rank hold DGS as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 300 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q3 2024, an estimated $15.3K.
  • Wetzel Investment Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $15.3K in Q2 2024.
  • 232 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.