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Dynamic Advisor Solutions’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Dynamic Advisor Solutions’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
-4,407
Closed -$211K – 514
2019
Q4 		$211K Buy
+4,407
New +$202K 0.03% 488
2019
Q3 		– Sell
-5,350
Closed -$252K – 552
2019
Q2 		$252K Buy
+5,350
New +$249K 0.04% 401

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

Dynamic Advisor Solutions's DGS Position: Q1 2020 in Review

Dynamic Advisor Solutions sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q1 2020, closing a stake of 4,407 shares — an estimated $211K sold.

Dynamic Advisor Solutions first reported a position in DGS in Q2 2019 and held it in 2 quarters. The position peaked at $252K in Q2 2019. 171 funds tracked by Wall St. Rank hold DGS as of Q1 2020.

  • Dynamic Advisor Solutions reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q1 2020 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 4,407 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q1 2020, an estimated $211K.
  • Dynamic Advisor Solutions first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q2 2019 and held it in 2 quarters.
  • Dynamic Advisor Solutions's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $252K in Q2 2019.
  • 171 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q1 2020.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2020, filed 7 May 2020.