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Wipfli Financial Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Wipfli Financial 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
Q3 		$3.89M Buy
97,707
+41,008
+72% +$1.81M 0.27% 43
2022
Q2 		$2.53M Sell
56,699
-4,206
-7% -$209K 0.28% 28
2022
Q1 		$3.25M Buy
+60,905
New +$3.2M 0.33% 24

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
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Wipfli Financial Advisors's DGS Position: Q3 2022 in Review

Wipfli Financial Advisors increased its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 72% in Q3 2022, buying an estimated $1.81M and bringing the position to 97,707 shares worth $3.89M. The position accounts for 0.27% of the portfolio, ranked #43.

Wipfli Financial Advisors first reported a position in DGS in Q1 2022 and has held it in 3 quarters since. 176 funds tracked by Wall St. Rank hold DGS as of Q3 2022.

  • Wipfli Financial Advisors held 97,707 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $3.89M as of Q3 2022.
  • Wipfli Financial Advisors bought 41,008 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q3 2022, an estimated $1.81M.
  • WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.27% of Wipfli Financial Advisors's portfolio in Q3 2022, its #43 holding.
  • Wipfli Financial Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2022 and has held it in 3 quarters since.
  • 176 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.