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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

BFM

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

FPIS

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

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

EWMCB

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

20/20 Capital Management's DGS Position: Q2 2021 in Review

20/20 Capital Management reduced its WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) stake by 0.26% in Q2 2021, selling an estimated $907 and leaving 6,524 shares worth $355K. The position accounts for 0.09% of the portfolio, ranked #123.

20/20 Capital Management first reported a position in DGS in Q4 2019 and has held it in 7 quarters since. The position peaked at $1.69M in Q4 2019. 175 funds tracked by Wall St. Rank hold DGS as of Q2 2021.

20/20 Capital Management held 6,524 shares of WisdomTree Emerging Markets SmallCap Dividend Fund worth $355K as of Q2 2021.
20/20 Capital Management sold 17 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2021, an estimated $907.
WisdomTree Emerging Markets SmallCap Dividend Fund made up 0.09% of 20/20 Capital Management's portfolio in Q2 2021, its #123 holding.
20/20 Capital Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2019 and has held it in 7 quarters since.
20/20 Capital Management's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $1.69M in Q4 2019.
175 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.