Clearwater Capital Advisors’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Clearwater Capital 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 Q1	–	Sell	-7,249	Closed	-$347K	–	147
2019 Q4	$347K	Sell	7,249 -1,250	-15%	-$57.3K	0.06%	148
2019 Q3	$377K	Sell	8,499 -143	-2%	-$6.54K	0.07%	153
2019 Q2	$407K	Sell	8,642 -1,518	-15%	-$70.6K	0.07%	152
2019 Q1	$479K	Sell	10,160 -1,275	-11%	-$58.3K	0.09%	145
2018 Q4	$479K	Sell	11,435 -6,158	-35%	-$261K	0.11%	143
2018 Q3	$803K	Sell	17,593 -571	-3%	-$26.8K	0.16%	117
2018 Q2	$866K	Buy	18,164 +52	+0.3%	+$2.7K	0.18%	107
2018 Q1	$979K	Buy	18,112 +2,022	+13%	+$110K	0.2%	98
2017 Q4	$839K	Buy	16,090 +400	+3%	+$19.9K	0.18%	103
2017 Q3	$776K	Buy	15,690 +2,818	+22%	+$136K	0.18%	104
2017 Q2	$587K	Buy	12,872 +3,121	+32%	+$142K	0.15%	107
2017 Q1	$437K	Sell	9,751 -890	-8%	-$38.1K	0.12%	117
2016 Q4	$419K	Sell	10,641 -574	-5%	-$23K	0.15%	106
2016 Q3	$465K	Sell	11,215 -947	-8%	-$39.2K	0.16%	97
2016 Q2	$468K	Buy	+12,162	New	+$458K	0.17%	96

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

Clearwater Capital Advisors's DGS Position: Q1 2020 in Review

Clearwater Capital Advisors sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q1 2020, closing a stake of 7,249 shares — an estimated $347K sold.

Clearwater Capital Advisors first reported a position in DGS in Q2 2016 and held it in 15 quarters. The position peaked at $979K in Q1 2018. 170 funds tracked by Wall St. Rank hold DGS as of Q1 2020.

Clearwater Capital Advisors reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
Clearwater Capital Advisors sold 7,249 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2020, an estimated $347K.
Clearwater Capital Advisors first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q2 2016 and held it in 15 quarters.
Clearwater Capital Advisors's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $979K in Q1 2018.
170 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2020.

Based on Clearwater Capital Advisors's 13F filing for Q1 2020, filed 15 Apr 2020.