Winning Points Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Winning Points 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
2022 Q1	–	Sell	-9,850	Closed	-$464K	–	64
2021 Q4	$464K	Buy	+9,850	New	+$518K	0.34%	48
2020 Q1	–	Sell	-10,350	Closed	-$495K	–	66
2019 Q4	$495K	Buy	10,350 +500	+5%	+$22.9K	0.32%	50
2019 Q3	$435K	Hold	9,850	–	–	0.31%	48
2019 Q2	$464K	Hold	9,850	–	–	0.34%	48
2019 Q1	$464K	Hold	9,850	–	–	0.36%	47
2018 Q4	$415K	Buy	9,850 +900	+10%	+$38.2K	0.36%	49
2018 Q3	$409K	Buy	8,950 +1,050	+13%	+$49.4K	0.3%	52
2018 Q2	$376K	Hold	7,900	–	–	0.3%	54
2018 Q1	$421K	Hold	7,900	–	–	0.34%	50
2017 Q4	$411K	Hold	7,900	–	–	0.33%	53
2017 Q3	$387K	Buy	7,900 +400	+5%	+$19.3K	0.33%	53
2017 Q2	$344K	Buy	7,500 +1,700	+29%	+$77.3K	0.34%	53
2017 Q1	$261K	Buy	+5,800	New	+$249K	0.26%	57

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

Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

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

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

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

FPIS

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

BFM

Boston Financial Management Boston, Massachusetts $3.31B AUM 19.4% 1-Year Est. Return

Winning Points Advisors's DGS Position: Q1 2022 in Review

Winning Points Advisors sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q1 2022, closing a stake of 9,850 shares — an estimated $464K sold.

Winning Points Advisors first reported a position in DGS in Q1 2017 and held it in 13 quarters. The position peaked at $495K in Q4 2019. 195 funds tracked by Wall St. Rank hold DGS as of Q1 2022.

Winning Points Advisors reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q1 2022 after selling out during the quarter.
Winning Points Advisors sold 9,850 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2022, an estimated $464K.
Winning Points Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2017 and held it in 13 quarters.
Winning Points Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $495K in Q4 2019.
195 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2022.

Based on Winning Points Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.