Buckingham Strategic Wealth’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Buckingham Strategic Wealth’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 Q1	–	Sell	-4,559	Closed	-$218K	–	476
2019 Q4	$218K	Buy	4,559 +36	+0.8%	+$1.65K	0.02%	424
2019 Q3	$200K	Sell	4,523 -5,755	-56%	-$263K	0.02%	406
2019 Q2	$484K	Buy	10,278 +2,706	+36%	+$126K	0.05%	250
2019 Q1	$357K	Buy	+7,572	New	+$346K	0.05%	283
2018 Q4	–	Sell	-4,417	Closed	-$202K	–	361
2018 Q3	$202K	Buy	+4,417	New	+$208K	0.03%	341

Other funds holding DGS

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Buckingham Strategic Wealth's DGS Position: Q1 2020 in Review

Buckingham Strategic Wealth sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q1 2020, closing a stake of 4,559 shares — an estimated $218K sold.

Buckingham Strategic Wealth first reported a position in DGS in Q3 2018 and held it in 5 quarters. The position peaked at $484K in Q2 2019. 170 funds tracked by Wall St. Rank hold DGS as of Q1 2020.

Buckingham Strategic Wealth reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
Buckingham Strategic Wealth sold 4,559 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2020, an estimated $218K.
Buckingham Strategic Wealth first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2018 and held it in 5 quarters.
Buckingham Strategic Wealth's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $484K in Q2 2019.
170 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2020.

Based on Buckingham Strategic Wealth's 13F filing for Q1 2020, filed 7 May 2020.