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

AlphaMark 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
2020
Q4 		– Sell
-1,455
Closed -$60K – 521
2020
Q3 		$60K Hold
1,455
– – 0.02% 191
2020
Q2 		$57K Hold
1,455
– – 0.02% 194
2020
Q1 		$48K Hold
1,455
– – 0.03% 186
2019
Q4 		$70K Sell
1,455
-150
-9% -$6.88K 0.03% 179
2019
Q3 		$71K Sell
1,605
-250
-13% -$11.4K 0.03% 175
2019
Q2 		$87K Sell
1,855
-200
-10% -$9.3K 0.04% 165
2019
Q1 		$97K Sell
2,055
-175
-8% -$8.01K 0.04% 152
2018
Q4 		$93K Sell
2,230
-575
-20% -$24.4K 0.04% 148
2018
Q3 		$128K Sell
2,805
-300
-10% -$14.1K 0.05% 154
2018
Q2 		$148K Buy
3,105
+1,130
+57% +$58.6K 0.06% 140
2018
Q1 		$107K Buy
1,975
+1,650
+508% +$89.4K 0.05% 160
2017
Q4 		$17K Hold
325
– – 0.01% 299
2017
Q3 		$16K Hold
325
– – 0.01% 300
2017
Q2 		$15K Hold
325
– – 0.01% 300
2017
Q1 		$15K Hold
325
– – 0.01% 288
2016
Q4 		$13K Hold
325
– – 0.01% 288
2016
Q3 		$14K Hold
325
– – 0.01% 224
2016
Q2 		$13K Sell
325
-300
-48% -$11.3K 0.01% 221
2016
Q1 		$24K Hold
625
– – 0.01% 181
2015
Q4 		$22K Hold
625
– – 0.01% 183
2015
Q3 		$22K Sell
625
-650
-51% -$25.1K 0.01% 172
2015
Q2 		$55K Hold
1,275
– – 0.03% 139
2015
Q1 		$56K Sell
1,275
-3,775
-75% -$166K 0.03% 139
2014
Q4 		$218K Sell
5,050
-1,400
-22% -$62.3K 0.13% 93
2014
Q3 		$298K Sell
6,450
-380
-6% -$18.5K 0.19% 83
2014
Q2 		$328K Hold
6,830
– – 0.2% 86
2014
Q1 		$318K Buy
+6,830
New +$306K 0.2% 83

Other funds holding DGS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
EWMCB
EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return

AlphaMark Advisors's DGS Position: Q4 2020 in Review

AlphaMark Advisors sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q4 2020, closing a stake of 1,455 shares — an estimated $60K sold.

AlphaMark Advisors first reported a position in DGS in Q1 2014 and held it in 27 quarters. The position peaked at $328K in Q2 2014. 165 funds tracked by Wall St. Rank hold DGS as of Q4 2020.

  • AlphaMark Advisors reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q4 2020 after selling out during the quarter.
  • AlphaMark Advisors sold 1,455 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q4 2020, an estimated $60K.
  • AlphaMark Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2014 and held it in 27 quarters.
  • AlphaMark Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $328K in Q2 2014.
  • 165 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q4 2020.

Based on AlphaMark Advisors's 13F filing for Q4 2020, filed 1 Feb 2021.