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Claraphi Advisory Network’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Claraphi Advisory Network’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
-350
Closed -$12K – 483
2020
Q1 		$12K Buy
+350
New +$14.8K 0.01% 734

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

Claraphi Advisory Network's DGS Position: Q2 2020 in Review

Claraphi Advisory Network sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q2 2020, closing a stake of 350 shares — an estimated $12K sold.

Claraphi Advisory Network first reported a position in DGS in Q1 2020 and held it in 1 quarter. The position peaked at $12K in Q1 2020. 155 funds tracked by Wall St. Rank hold DGS as of Q2 2020.

  • Claraphi Advisory Network reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q2 2020 after selling out during the quarter.
  • Claraphi Advisory Network sold 350 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q2 2020, an estimated $12K.
  • Claraphi Advisory Network first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q1 2020 and held it in 1 quarter.
  • Claraphi Advisory Network's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $12K in Q1 2020.
  • 155 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.