Bedel Financial Consulting’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Bedel Financial Consulting’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	–	Sell	-129	Closed	-$7K	–	980
2021 Q1	$7K	Hold	129	–	–	﹤0.01%	689
2020 Q4	$6K	Hold	129	–	–	﹤0.01%	625
2020 Q3	$5K	Hold	129	–	–	﹤0.01%	606
2020 Q2	$5K	Hold	129	–	–	﹤0.01%	578
2020 Q1	$4K	Hold	129	–	–	﹤0.01%	601
2019 Q4	$6K	Hold	129	–	–	﹤0.01%	559
2019 Q3	$6K	Sell	129 -45	-26%	-$2.06K	﹤0.01%	541
2019 Q2	$8K	Hold	174	–	–	﹤0.01%	518
2019 Q1	$8K	Hold	174	–	–	0.01%	519
2018 Q4	$7K	Hold	174	–	–	0.01%	505
2018 Q3	$7K	Buy	+174	New	+$8.18K	﹤0.01%	521

Other funds holding DGS

Creative Planning

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

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Great Point Wealth Advisors Boston, Massachusetts $542M AUM

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

Victory Capital Management

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