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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

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

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

EWMCB

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

Bedel Financial Consulting's DGS Position: Q2 2021 in Review

Bedel Financial Consulting sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2021, closing a stake of 129 shares — an estimated $7K sold.

Bedel Financial Consulting first reported a position in DGS in Q3 2018 and held it in 11 quarters. The position peaked at $8K in Q2 2019. 175 funds tracked by Wall St. Rank hold DGS as of Q2 2021.

Bedel Financial Consulting reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q2 2021 after selling out during the quarter.
Bedel Financial Consulting sold 129 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2021, an estimated $7K.
Bedel Financial Consulting first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2018 and held it in 11 quarters.
Bedel Financial Consulting's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $8K in Q2 2019.
175 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2021.

Based on Bedel Financial Consulting's 13F filing for Q2 2021, filed 3 Aug 2021.