20/20 Capital Management’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

20/20 Capital Management’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
2021 Q2	$355K	Sell	6,524 -17	-0.3%	-$907	0.09%	123
2021 Q1	$336K	Sell	6,541 -1,143	-15%	-$56.7K	0.1%	123
2020 Q4	$372K	Sell	7,684 -20,762	-73%	-$925K	0.11%	120
2020 Q3	$1.18M	Sell	28,446 -1,335	-4%	-$55.9K	0.44%	51
2020 Q2	$1.25M	Sell	29,781 -8,981	-23%	-$333K	0.48%	46
2020 Q1	$1.4M	Buy	38,762 +1,665	+4%	+$70.3K	0.63%	29
2019 Q4	$1.69M	Buy	+37,097	New	+$1.7M	0.68%	31

Other funds holding DGS

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Great Point Wealth Advisors Boston, Massachusetts $542M AUM

EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return