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WR Wealth Planners’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

WR Wealth Planners’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
Q4 		$8.02K Hold
164
– – ﹤0.01% 626
2024
Q3 		$8.81K Hold
164
– – ﹤0.01% 653
2024
Q2 		$8.44K Buy
+164
New +$8.44K ﹤0.01% 632

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 $1.43B AUM 23.44% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

WR Wealth Planners's DGS Position: Q4 2024 in Review

WR Wealth Planners held its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) position steady in Q4 2024 at 164 shares worth $8.02K. The position accounts for ﹤0.01% of the portfolio, ranked #626.

WR Wealth Planners first reported a position in DGS in Q2 2024 and has held it in 3 quarters since. The position peaked at $8.81K in Q3 2024. 243 funds tracked by Wall St. Rank hold DGS as of Q4 2024.

  • WR Wealth Planners held 164 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $8.02K as of Q4 2024.
  • WR Wealth Planners left its WisdomTree Emerging Markets SmallCap Dividend Fund share count unchanged in Q4 2024.
  • WisdomTree Emerging Markets SmallCap Dividend Fund made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #626 holding.
  • WR Wealth Planners first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q2 2024 and has held it in 3 quarters since.
  • WR Wealth Planners's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $8.81K in Q3 2024.
  • 243 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.