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Bartlett & Co Wealth Management’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Bartlett & Co Wealth 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
2019
Q4 		– Sell
-1,434
Closed -$63.5K – 868
2019
Q3 		$63.5K Buy
+1,434
New +$65.6K ﹤0.01% 479

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return

Bartlett & Co Wealth Management's DGS Position: Q4 2019 in Review

Bartlett & Co Wealth Management sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q4 2019, closing a stake of 1,434 shares — an estimated $63.5K sold.

Bartlett & Co Wealth Management first reported a position in DGS in Q3 2019 and held it in 1 quarter. The position peaked at $63.5K in Q3 2019. 202 funds tracked by Wall St. Rank hold DGS as of Q4 2019.

  • Bartlett & Co Wealth Management reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q4 2019 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 1,434 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q4 2019, an estimated $63.5K.
  • Bartlett & Co Wealth Management first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2019 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $63.5K in Q3 2019.
  • 202 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q4 2019.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2024.