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

BDO Wealth 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 Q2	–	Sell	-130	Closed	-$4K	–	708
2020 Q1	$4K	Buy	+130	New	+$5.49K	﹤0.01%	620
2018 Q2	–	Sell	-200	Closed	-$11K	–	646
2018 Q1	$11K	Buy	+200	New	+$10.8K	﹤0.01%	386
2017 Q3	–	Sell	-226	Closed	-$10K	–	461
2017 Q2	$10K	Buy	+226	New	+$10.3K	﹤0.01%	371

Other funds holding DGS

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

BFM

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

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

FPIS

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

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

BDO Wealth Advisors's DGS Position: Q2 2020 in Review

BDO Wealth Advisors sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2020, closing a stake of 130 shares — an estimated $4K sold.

BDO Wealth Advisors first reported a position in DGS in Q2 2017 and held it in 3 quarters. The position peaked at $11K in Q1 2018. 155 funds tracked by Wall St. Rank hold DGS as of Q2 2020.

BDO Wealth Advisors reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q2 2020 after selling out during the quarter.
BDO Wealth Advisors sold 130 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2020, an estimated $4K.
BDO Wealth Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q2 2017 and held it in 3 quarters.
BDO Wealth Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $11K in Q1 2018.
155 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2020.

Based on BDO Wealth Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.