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

Burt 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
Q4 		– Sell
-286
Closed -$12K – 394
2020
Q3 		$12K Buy
+286
New +$12K ﹤0.01% 271

Other funds holding DGS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
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
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
EWMCB
EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return

Burt Wealth Advisors's DGS Position: Q4 2020 in Review

Burt Wealth Advisors sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q4 2020, closing a stake of 286 shares — an estimated $12K sold.

Burt Wealth Advisors first reported a position in DGS in Q3 2020 and held it in 1 quarter. The position peaked at $12K in Q3 2020. 165 funds tracked by Wall St. Rank hold DGS as of Q4 2020.

  • Burt Wealth Advisors reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q4 2020 after selling out during the quarter.
  • Burt Wealth Advisors sold 286 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q4 2020, an estimated $12K.
  • Burt Wealth Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q3 2020 and held it in 1 quarter.
  • Burt Wealth Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $12K in Q3 2020.
  • 165 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q4 2020.

Based on Burt Wealth Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.