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Ellevest Inc’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

Ellevest Inc’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
2019
Q3 		– Sell
-120
Closed -$6K – 527
2019
Q2 		$6K Hold
120
– – ﹤0.01% 283
2019
Q1 		$6K Hold
120
– – ﹤0.01% 218
2018
Q4 		$5K Buy
+120
New +$5.09K ﹤0.01% 420

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PP
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PFM
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UBS Group
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USAA
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EB
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Ellevest Inc's DGS Position: Q3 2019 in Review

Ellevest Inc sold out of WisdomTree Emerging Markets SmallCap Dividend Fund (DGS) in Q3 2019, closing a stake of 120 shares — an estimated $6K sold.

Ellevest Inc first reported a position in DGS in Q4 2018 and held it in 3 quarters. The position peaked at $6K in Q2 2019. 174 funds tracked by Wall St. Rank hold DGS as of Q3 2019.

  • Ellevest Inc reported no remaining WisdomTree Emerging Markets SmallCap Dividend Fund position as of Q3 2019 after selling out during the quarter.
  • Ellevest Inc sold 120 WisdomTree Emerging Markets SmallCap Dividend Fund shares in Q3 2019, an estimated $6K.
  • Ellevest Inc first reported a position in WisdomTree Emerging Markets SmallCap Dividend Fund in Q4 2018 and held it in 3 quarters.
  • Ellevest Inc's WisdomTree Emerging Markets SmallCap Dividend Fund position peaked at $6K in Q2 2019.
  • 174 funds tracked by Wall St. Rank held WisdomTree Emerging Markets SmallCap Dividend Fund as of Q3 2019.

Based on Ellevest Inc's 13F filing for Q3 2019, filed 8 Oct 2019.