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Accurate Investment Solutions’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Accurate Investment Solutions’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
2018
Q4 		– Sell
-39
Closed -$2K – 349
2018
Q3 		$2K Buy
+39
New +$1.83K ﹤0.01% 317

Other funds holding DGS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
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
AFIA
America First Investment Advisors Omaha, Nebraska $539M AUM 13.1% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

Accurate Investment Solutions's DGS Position: Q4 2018 in Review

Accurate Investment Solutions sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q4 2018, closing a stake of 39 shares — an estimated $2K sold.

Accurate Investment Solutions first reported a position in DGS in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 185 funds tracked by Wall St. Rank hold DGS as of Q4 2018.

  • Accurate Investment Solutions reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q4 2018 after selling out during the quarter.
  • Accurate Investment Solutions sold 39 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q4 2018, an estimated $2K.
  • Accurate Investment Solutions first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2018 and held it in 1 quarter.
  • Accurate Investment Solutions's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $2K in Q3 2018.
  • 185 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q4 2018.

Based on Accurate Investment Solutions's 13F filing for Q4 2018, filed 11 Jan 2019.